Manage the best relationship with your customers
View of all tasks for a specific customer categorized by progress
In this example, the new task includes the status, the priority label, the due date, and the customer information.
Report view of all customers including contact information
The calendar view of a month's due tasks
By managing all contracts and tasks in one location, we maintain a healthy and profitable relationship with active and inactive customers. Use this template to get started.
Keep all the information needed about your customers and the tasks that concern them in one place with an easy-to-use and customizable template.
Maintain complete visibility into all contact-related information in one view. Increase your sales team’s efficiency, streamline their process for securing new customers and gain the tools you need to build more effective customer relationships.
With this template, you will be able to organize your customers, their contracts, and all the information you need, clearly and concisely. It´s time to get the best relationship with them.