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ProjectFlow: Project and Client Management Template
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Client Management

Maintain a comprehensive database of client information, project history, and important notes to enhance client relationship management.
Leads
Clients

View of Clients
1
coca cola can on white plastic pack
Coca-Cola
Aug 10, 2022
Mitch Cohn
mitch@cocacola.com
Closed
Retainer
29
red and black x sign
Netfix
Aug 19, 2022
Nate Flix
nate@netflix.com
Closed
Retainer
25
red Ferrari emblem
Ferrari
Jhon Ferrari
Retainer
⁠

View of Leads
1
Logitec
Carl Leno
8/11/2022
LinkedIn
Contacted
Add as Client
Ferrari
Jhon Ferrari
8/24/2022
LinkedIn
Closed
Add as Client
Ferrari
⁠

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