Get all your clients and their inquiries in one organized place
Overview of Consulting inquiries organized by progress
An example of a Consulting inquiry linked to a customer card, inquiry details and relevant attachments
Customers' cards in one report include company size, ID number, and tax number
Calendar view of a month's task
Get all your clients and their inquiries in one organized place. Track them efficiently and reach your goals as a consulting company.
This is an organizational template for consultants and consulting companies to track their clients, inquiries, and data relevant to the growth of their business.
It will help you to manage your business without losing your mind. Everything will be organized and easier to handle. It will let you track all your consulting & accounting clients, their basic data, their inquiries, and other details that you need. Additionally, track whether any inquiries are being worked on for your clients. With everything organized in a centralized place, you'll be able to stay organized and avoid missing important details.
With these tools, you will be able to manage your consulting business more effectively.