Client Tasks & Communication Manager | Notion template

This template enables you to:

• Record communication with clients, manage their projects and the tasks that feed into them

• Automatically schedule follow ups with clients, when it's been a while since you last spoke

• Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming / overdue items

• It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

You can see a preview of the template here.