Manage interactions and meetings with clients. Sync “to-do” list with clients.
Schedule appointments with your clients. Fix time and date. All meetings will show up in the calendar.
Create a meeting report and define to-dos to follow up.
Keep track of past interactions with your clients and potential customers. You can use this template to structure your approach to customer relationship management and sales process.
This template can be used by the sales department, but also by consultants or doctors to manage appointments.