New Tool: Organize Customer Workflow with Client Manager
Managing customers and keeping all the necessary data relevant and fresh is always a challenge. Spreadsheets get lost, reports contradict each other, client names differ across various tools, etc. Keeping in mind all the pain points of working with clients, we designed Client Manager - a tool for tracking and managing your current or potential customers.
With the Client Manager, any marketing agency and solo consultant can now finally get their ducks in a row when it comes to onboarding and managing clients. Integrations with SEMrush My Reports and Project tools along with external integrations will help automate your customer management routine.
Here’s a workflow to make the most out of the new feature:
1. Add clients
Create customer cards containing profile data, contact info and quick notes with necessary details.
2. Attach projects
Get your digital marketing campaigns under one roof by setting up 12 SEO, PPC, Content and Social Media project tools. Monitor how the results of your work for a client change over time.
3. Build reports
Collect SEO, PPC, Social Media and Competitive Research metrics for a selected client. Show the results of site audits, a customer’s visibility in search, marketing campaigns and more in one report. Schedule reports for as many recipients as you wish - all the necessary data will be gathered and sent automatically on a regular basis.
4. Filter clients
Filter customer cards based on client name, status, or budget.
Take a closer look and let us know what you think. Send your feedback to firstname.lastname@example.org.