A customer relationship management (CRM) system collects, organizes, and manages all of your customer-related information so you can track the client’s journey for every individual you interact with, streamline communication and enhance the client experience. Track hot, ,warm and cold leads and follow ups.

Think of this board as the main hub for all your clients. Include all to dos, contact info, relevant links, etc. so when you come back to it you can have it all in one place.