Client Contact List Template

How to use the contact list template in Wrike

The client list template in Wrike helps you collect the contact information you need, organize your client database, and update it quickly when necessary.

Wrike’s client list template includes powerful features. You can:

• Input or collect client details with request forms 
• Store and organize client contacts within folders 
• Generate lists with customizable reports

Wrike’s client list template is easy to use. The template has three simple steps to get you started: 

Step 1: Customize your required fields

Each organization will have different client contact detail requirements. With our client list template, you will first determine the details you want to collect for each client, then add as many as you need. 

Step 2: Create your request form

Ensure your organization collects information consistently with the customizable request form in our client list template. Create drop-down menu options or blank fields for simple client contact information entry.

Step 3: Create client contact reports

When you need to contact a client, use the All Contacts or Primary Contacts report, which pulls contact details for that company and gives you the details you need immediately.

Make Wrike work for you

Want to know how else Wrike can help? Wrike’s powerful project management software can streamline your processes, improve progress, and unify your team in a single platform. Our powerful features include:

• Time tracking tools 
• Shared Kanban boards
• Versatile Gantt charts

Wrike is designed to help you work in a way that suits your team. Each feature is highly customizable to meet the needs of any project, team, or organization.