Welcome to CRM Lab, your simple, organized client management tool. This template helps you:

• Keep track of client details, including contact info, service types, and status.
• Record notes from conversations and meetings.
• Stay on top of follow-ups and ensure timely communication.

CRM Lab provides the structure—you bring your client relationships to life. Stay connected, organized, and proactive.

If you need help with setup or have questions about using your template, check out our CRM Lab Setup Checklist for step-by-step guidance.