If you provide professional services, you may be wondering: What is client database management, and how can I do it right? It may be convenient for you to organize your tasks in Wrike in the context of clients. You can create a special folder for each client and share it with him only. That way you have a clear picture of all your clients’ information, while still keeping it private for every client:
At the same time, you don’t need to limit yourself to such an interpretation of your plans. You can add the context of services that you provide. Think about what needs to go into a project dashboard that works for you. Create an additional folder for each service and share it with the appropriate team members.
For example, if you provide interior services, you can create the "Decoration," "Design," "Furnituring" and "Lighting" folders. If the client Brown&Co places a new order for decoration and furnituring, you can create an appropriate task and include it in both “Brown&Co,” "Decoration" and “Furnituring” folders. The task will be automatically shared with the representatives of the Brown company, your decoration and furnituring teams. The same rule applies to other orders.
What is great, when the responsible party updates the task, marking it as completed, adding comments or updating the due date, your client is instantly informed about the order process. You don't need to spend time on creating special reports for your clients. Moreover,your business becomes absolutely transparent for you in the light of clients and services.
You can also read about: How to organize work of departments, How to customize statuses, How to organize goals and milestones, How to better organize projects and events in Wrike.
