Client Portal Toolkit
![đ Client Portal Toolkit](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/6b4b19e0-a02b-43ec-8e5b-9d3020288dc0/desktop.png)
About this template
đ Business Management Suite: Elevate your project management and client communication with our comprehensive suite. Manage client meetings effortlessly, recording dates, attendees, agenda, and action items for smooth communication throughout the project lifecycle.
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Meetings Tracker:
Record essential details such as dates, attendees, agenda, and action items.
Ensure smooth communication and alignment with clients throughout the entire project lifecycle.
đ Project Tracker:
Maintain a centralized project tracker for a bird's-eye view of project progress, tasks, and milestones.
Assign responsibilities, set deadlines, and effortlessly monitor the completion of project deliverables.
đ Project Proposal Maker:
Craft professional and compelling project proposals in a dedicated section.
Include key elements such as project objectives, scope, timeline, and cost estimates to present a comprehensive proposal to clients.
⥠Invoice Auto Generator:
Save time and reduce manual effort with our automatic invoice generation feature.
Streamline your billing process by quickly generating customized invoices based on your project details.
And more...