About this template

Client Project Management CRM Template turns complex client work into clear workflows. Assign owners, track deliverables, and keep clients updated with real-time progress dashboards.

What’s included

Boards

Accounts - The Accounts board is essential for organizing and tracking all relevant information about client companies. It includes columns for the company's name, domain, contacts, deals, industry, description, number of employees, headquarters location, and profile link. This board serves as a central repository for all account-related data, ensuring easy access and management of client information across the team.
Leads - The Leads board helps manage the initial stages of client engagement by tracking potential clients. Key columns include the lead's name, status, company, title, email, phone, and last interaction date. The board also features a button to create new contacts, facilitating seamless transitions from lead to contact. This board ensures that no lead is overlooked and that all interactions are documented for follow-up and conversion.
Contacts - The Contacts board is crucial for maintaining detailed information about individual client contacts. It includes columns for the contact's name, email, phone, title, type, priority, and comments. Additionally, it relates contacts to their respective accounts and deals, providing a comprehensive view of all interactions and activities. This board helps in personalizing client communication and managing relationships effectively.
Deals - The Deals board tracks the progress and status of client deals. It includes columns for the deal name, stage, owner, value, expected close date, close probability, forecast value, and last interaction date. By linking deals to their respective contacts and accounts, this board provides visibility into the sales pipeline, helping teams prioritize efforts and forecast revenue accurately.
Client Projects - The Client Projects board is designed to manage and monitor the execution of client projects. Key columns include the project name, owner, priority, status, and timeline, as well as links to related deals, contacts, and accounts. This board ensures that projects are aligned with client deals and accounts, streamlining project management and ensuring timely delivery and client satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps track yearly progress towards financial goals, enabling managers to see if they are on track to meet annual revenue targets. It provides a high-level overview of success and areas needing attention.
Monthly Target - By monitoring monthly revenue goals, this dashboard helps identify short-term performance trends and allows for timely adjustments to strategies if targets are not being met.
Average Deal Value - Understanding the average value of deals helps in forecasting revenue more accurately and setting realistic targets. This dashboard is key for evaluating the effectiveness of pricing strategies and sales approaches.
Active deals - Forecasted Revenue - This dashboard provides insights into potential future revenue based on current active deals, allowing for proactive planning and resource allocation.
Deal status distribution - By visualizing the stages of all deals, managers can identify bottlenecks in the sales process and implement strategies to move deals forward.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from closed deals helps evaluate the effectiveness of sales strategies and identify peak periods for revenue generation.
Pipeline conversion - This dashboard shows the conversion rates at each stage of the sales pipeline, highlighting where deals may be dropping off and where improvements can be made to increase conversions.
Activity tracker - Monitoring sales activities ensures that reps are engaging with clients effectively, identifying areas for improvement in sales practices.
Forecasted Revenue by month - Helps in predicting monthly revenue based on current deals, aiding in financial planning and performance evaluation.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stages, providing detailed insights into which stages contribute most to future revenue and where focus is needed.
Deals Stages by Rep - Evaluating deal stages by individual reps helps in identifying the performance of each team member, enabling personalized coaching and improvement strategies.
Deal Progress based on Month Added - Tracking the progress of deals based on the month they were added helps in assessing the efficiency of the sales cycle and identifying trends over time.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures immediate communication with team members, facilitating quick responses and collaborative decision-making.
When an email is opened → Notify item subscribers with a message - By notifying team members when a client opens an email, this automation helps in timely follow-ups and maintaining client engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines contact management by automatically organizing new contacts, ensuring they are promptly integrated into the CRM system.
When a lead is created → Set its status to 'New Lead' - Automatically updating the status of new leads helps maintain an organized and up-to-date pipeline, making it easier to prioritize and manage new opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with clients, helping ensure consistent follow-ups and maintaining strong client relationships.

Frequently asked questions

How can this CRM template help me manage multiple client projects simultaneously?

This CRM template allows you to create separate boards for each client project, enabling you to track progress, manage tasks, and maintain clear communication lines for multiple projects concurrently.

Can this template assist in tracking project deadlines and milestones effectively?

Yes, the template includes columns for setting deadlines and milestones, ensuring you meet project timelines and deliverables efficiently.

What features does this CRM offer for managing client communications?

The template includes dedicated columns for logging client communications, tracking email correspondences, and scheduling follow-ups to ensure seamless and continuous client interaction.

How can I use this CRM template to monitor project budget and expenses?

You can track project budgets and expenses using specific columns designed for financial management, helping you stay within budget and manage costs effectively.

What common mistakes should I avoid when managing client projects with this CRM?

Avoid overloading boards with unnecessary information, ensure clear deadlines and responsibilities, and regularly update project status to maintain transparency and efficiency.

How can I optimize workflows using this client project management template?

Utilize automation features to assign tasks, update statuses, and send reminders. Regularly review progress and adjust workflows to improve efficiency and client satisfaction.

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