A CRM designed for agencies juggling multiple client accounts, retainers, and project deliverables in Taskade.
What's Included
- Client Database: Account details, contract terms, and retainer status
- Project Tracker: Active deliverables linked to each client account
- Retainer Dashboard: Monthly hours, billing status, and renewal dates
- AI Agent: Flags at-risk accounts and drafts status update emails
How To Use
- Clone this template and import your client list
- Link active projects to client accounts in Board view
- Configure the AI agent with your account health criteria
- Set up automation workflows for renewal reminders
- Use role-based access to control team visibility
Explore agency tools in the Community Gallery.