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Client Communication Log
A 4-tab Excel communication tracker with 70 built-in formulas for logging all client interactions. Tracks phone calls, emails, meetings, and document submissions with timestamps, notes, and follow-up deadlines. Includes CICC compliance notes for maintaining proper records, auto-calculated response time metrics, and a dashboard tab showing communication frequency per client.
Included in AnyImmi Bundle
This item is part of the Foundation Assets category. Get instant access when you purchase any AnyImmi bundle plan.