Lista de contato de cliente

Acompanhe os detalhes do cliente crítico, follow-ups e os contatos do sinalizador precisam de agir ou atribuir os próximos passos

Usar modelo Explorar no aplicativo

Monitore detalhes importantes dos clientes e informações principais.
Fortaleça seu relacionamento com clientes com um local de informação centralizada para toda a sua equipe.

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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.