Consulting Dashboard
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Overview
making it easy to manage your clients, projects, sessions, meetings, and tasks in one place.
Features:
Services: Organize and manage your range of consulting services and including descriptions
Clients CRM: Maintain a robust client database, tracking contact information, project history, and key interactions.
Projects: Plan, track, and manage projects from start to finish
Meetings or Sessions: Schedule, document, and follow up on meetings and client sessions with ease.
Tasks: Break down projects into manageable tasks, assign responsibilities, and track progress towards completion.
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