Professional CRM

CRM for Project Clients

Deliver projects and earn repeat business

Project-based clients need clear communication and reliable delivery. NexaLink CRM helps you track project milestones, maintain communication cadence, and convert one-time projects into long-term client relationships.

Perfect For

Freelance developersGraphic designersConstruction contractorsEvent plannersMarketing consultants

Why Use CRM for Project Clients

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

CRM Features for Project Clients

Purpose-built tools for managing project clients

Project Milestone Tracking

Monitor deliverables and deadlines for each client project

Benefit: Stay on schedule and keep clients informed

Communication Log

Track every email, call, and meeting related to the project

Benefit: Full audit trail of all client communications

Post-Project Follow-up

AI suggests check-ins after project delivery for feedback

Benefit: Turn project completions into repeat business opportunities

Testimonial Requests

Timed reminders to ask for reviews after successful delivery

Benefit: Build your portfolio of social proof systematically

AI-Powered Features

Smart automation that helps you nurture relationships

Project timeline optimization suggestions
Communication frequency recommendations
Post-delivery re-engagement timing
Repeat business probability scoring
Cross-sell opportunity detection

Tips for Managing Project Clients

1
Update clients on project progress at least weekly
2
Document all scope changes in writing immediately
3
Schedule a post-project debrief within 2 weeks of delivery
4
Ask for a testimonial within 30 days of project completion

All CRM Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Strengthen Your Relationships?

Start managing your project clients with AI-powered CRM today.

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