Included with Client CRM & Pipeline

The complete Client CRM & Pipeline package includes:

• Inbound and outbound lead tracker with source, value, status, and follow-up dates
• Proposal tracker with send dates, values, follow-up status, and win/loss reasons
• Currently active project tracker with progress, milestones, and revenue
• Historical project archive with outcomes, revenue, and client satisfaction
• Contact directory with relationship history, referral source, and last touch
• Central CRM dashboard with pipeline summary, revenue tracking, and quick actions