Client Management Dashboard

About this template

This dashboard offers a step-by-step guide broken down into five sections:

• Quarterly Targets and Annual Goals
• Action Tasks with Time Tracker
• Project Management with Pre-built Workspaces and Client Portal
• Sales and Marketing with Pipeline and CRM
• Calendar Overview

Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.

Categories
About this creator

More by Chloë Forbes-Kindlen

Browse 18 templates