Advanced Client Management Suite
Om denne malen
𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝘂𝗶𝘁𝗲
✓ Empowers you to manage your entire client lifecycle in one place. From 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗹𝗲𝗮𝗱𝘀 𝘁𝗼 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗮𝗻𝗱 𝗶𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴, the Advanced Client Management Suite keeps your team 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝗱 𝗮𝗻𝗱 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁.
𝗪𝗵𝗼 𝗡𝗲𝗲𝗱𝘀 𝗧𝗵𝗶𝘀 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲:
✓ Freelancers and agencies
✓ Project managers and consultants
✓ Anyone who wants to streamline client communication and project delivery
𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝘁𝗼 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂:
✓ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀𝗹𝘆 𝗺𝗮𝗻𝗮𝗴𝗲 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲: From initial leads to closed deals, track every step with a visual Kanban board.
✓ 𝗢𝗻𝗯𝗼𝗮𝗿𝗱 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀𝗹𝘆: Organize the onboarding process with a dedicated Kanban board to ensure a smooth start.
✓ 𝗠𝗮𝗶𝗻𝘁𝗮𝗶𝗻 𝗮 𝗰𝗹𝗲𝗮𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Manage your entire workflow with a Kanban board for clear task delegation and progress visualization.
✓ 𝗦𝗲𝗰𝘂𝗿𝗲 𝘄𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲 𝘀𝗵𝗮𝗿𝗶𝗻𝗴: Create private workspaces for each client, granting them read-only or edit access to specific tasks while protecting sensitive data.
✓ 𝗤𝘂𝗼𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗶𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Generate professional invoices and quotes with customizable templates. Track all financials in a dedicated table view for effortless billing.
𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁'𝘀 𝗜𝗻𝘀𝗶𝗱𝗲:
✓ 𝗡𝗲𝘄 𝗖𝗹𝗶𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Track your leads, proposals, and deals with a visual pipeline.
✓ 𝗖𝗹𝗶𝗲𝗻𝘁 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴: Manage the onboarding process efficiently with a dedicated Kanban board.
✓ 𝗪𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Organize your workflow with a clear Kanban board for tasks, reviews, and project completion.
✓ 𝗤𝘂𝗼𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴: Generate professional quotes and invoices with pre-designed templates. Track all financials in a convenient table view.
