Lista de contacto de clientes

Seguimiento de detalles críticos del cliente, seguimientos y contactos de bandera que necesitan tomar medidas o asignar los siguientes pasos

Usar plantilla Explora en la aplicación

Haga seguimiento de los detalles importantes del cliente y la información clave.
Fortalezca la relación con el cliente con un lugar de información centralizado para todo su equipo.

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Client Creative Brief Template

Align project strategy with client expectations by keeping brand guidelines and assets in a centralized location for your team to access and share with key stakeholders.

Client Implementation Template Set

With the Client Implementation template set, you can manage customer implementations from handoff through project completion and provide visibility into team deliverables.

Time Tracker for Client Projects with Form Template

Track and approve worker hours on projects in prep for invoicing. With a simple web form, this is ideal for mobile staff to log details for billing or track time against multiple projects.