Semrush CRM: Tasks in Client Portal
Add more transparency to your reporting by using Tasks – a new feature within Semrush's CRM Client Portal. It allows your clients to see details about ongoing projects that you had previously shared with them via Client Portal.
More Clarity, Less Interaction
This new handy solution, designed specifically for marketing agencies and consultants, makes it easier for you and your clients to stay on the same page. Moreover, it saves time by automating the reporting process by decreasing the need for interaction.
To track the progress, your clients can see the statuses, deadlines, and priorities of ongoing projects taken from Semrush’s CRM Tasks tab. They can also sort and filter tasks.
Need to provide even more clarity to your clients? Add a detailed description to each task.
What Is Client Portal?
Client Portal is our agency-tailored feature that allows you to create interactive and secure portals and provide your clients with automatically updated reports.
The Client Portal feature is available as a part of the Agency Growth Kit (AGK)– a multifunctional platform designed specifically for marketing agencies and consultants, which helps you build a profitable, scalable business with loyal clients.
Get the AGK today, explore the new feature within Client Portal, and impress your clients with interactive automated reporting. Don’t forget to share your feedback at email@example.com.