Client Manager CRM
About this template
Key Features: Client and Company Registration: Keep a detailed record of your clients and associated companies, including key information and relevant data. Meeting Scheduling and Tracking: Schedule and organize meetings with clients, keep track of commitments and ensure quality service. Activity and Task Tracking: Track pending activities and assigned tasks for each client, ensuring proactive and timely follow-up. Document Management: Store and organize important documents related to your clients, such as contracts, proposals and presentations. History and Records: Document and record all past and current interactions with each client, providing a complete history and contextualized view.
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More by Flowify | English
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.