<aside> 👋 Thanks for checking out this template. It enables you to:

• Record communication with clients, manage their projects and the tasks that feed into them, here
• Automatically schedule follow ups with clients, when it's been a while since you last spoke, here
• Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming / overdue items, in the Dashboard
• It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

Each database is displayed inline on this page, to make it easy to see every component. But the version that you can download looks like this 👇

</aside>

• 📸 Screenshot

<aside> 📝 Some of these databases include templates that contain linked databases, which display pages from related databases inside them. They look like this 👇

</aside>

• 📸 Screenshot

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/da6e93f5-c819-4ce4-9c5e-23b91822840c/Transparent_Icon.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/da6e93f5-c819-4ce4-9c5e-23b91822840c/Transparent_Icon.png" width="40px" /> To quickly add these linked databases to a page, select the New ... (e.g. New Project) template, by clicking the down arrow next to the new button and selecting the template there.

Feel free to add a comment to this page if you have any questions about the template.

*All of the details in these databases are made up.

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/aa3b7f8b-cbdd-4fad-a2c1-4a7fe11b8043/Copy_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/aa3b7f8b-cbdd-4fad-a2c1-4a7fe11b8043/Copy_Styled.png" width="40px" /> To duplicate this template please purchase it from my Stripe page ($22).

</aside>

Automations

Automatically Reschedule Tasks

Project Summary

Projects

• Configuration

Projects

Reports

Dashboard

Open Communication & Tasks