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.

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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.

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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.