Kundenkontaktliste

Verfolgen Sie kritische Client-Details, Follow-ups und Flag-Kontakte, die Maßnahmen ergreifen müssen oder die nächsten Schritte zuweisen

Vorlage benutzen Entdecken Sie In-App

Tracken von Kundendetails, Follow-ups und anderen wichtigen Informationen.
Verbesserter Kundenrapport, wenn Kundeninformationen für alle Mitarbeiter an einem zentralen Ort zugänglich sind.

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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.