Summary
Priority Matrix can be utilized as a full-fledged CRM. This video shows you how to set up Priority Matrix as a way to manage customers and clients like a proper Customer Relationship Management tool.
Extra Features
- Project Templates are also a great tool to utilize in Method 2, where each client is represented as a project. You can create a template that lays out the basic tasks you need to accomplish each time you on-board a new client or customer.