Add a Client Relationship Management system tailored for service providers. Features include:
- Complete project history per client
- Satisfaction ratings and feedback tracking
- Communication log with timestamps
- Upsell opportunity flags
- Client health scores (engagement, payment history, satisfaction)
- Automated follow-up reminders
Problem it solves:
- Client information scattered across multiple tools
- Difficult to identify upsell opportunities
- No systematic way to track client satisfaction
- Risk of losing touch with past clients
Who benefits:
- Service providers with recurring clients
- Agencies managing long-term relationships
- Freelancers looking to increase client lifetime value
Expected impact: Increases client retention, identifies revenue opportunities, improves relationship management, reduces reliance on external CRM tools.