Client CRM Planner — Lifetime Update

As part of our lifetime updates, we’ve added a new Client CRM Planner to help you organize and manage your clients directly on your reMarkable.

You can download it here:

👉 Client CRM Planner right handed 

👉 Client CRM Planner left handed 

 

How to Use This Planner

This planner is designed to help you keep all your client information organized in one simple system.

Inside the planner you will find the following sections:

Client Profiles

Use this page to store all key information about each client such as:

• Client or company name
• Main contact details
• Email, phone and website
• Contract start and renewal dates
• Services provided
• Budget or retainer
• Client preferences and notes

Each client should have their own profile page. 

Pipeline Tracker

This section helps you track potential clients and deals.

You can record:

• Client or lead name
• Discovery stage
• Proposal stage
• Estimated value
• Status (Not started, Active, Completed)
• Follow-up reminder

This gives you a clear overview of your client pipeline.

Follow-Ups

Use this section to track the next actions you need to take with each client, including:

• Next action
• Due date
• Status
• Notes

This ensures no client communication gets forgotten. 

Meeting Notes

Whenever you have a meeting with a client, you can record:

• Key decisions
• Action items
• Follow-ups

Keeping everything in one place makes it much easier to stay organized. 

Payments & Invoices

Use this section to keep track of:

• Client name
• Invoice number
• Amount
• Due date
• Payment status

A quick way to see what has been paid and what is still outstanding. 

Important

To use the planner properly, you will need to duplicate pages for each client.

For example:

• Duplicate a Client Profile page for every new client
• Duplicate Meeting Notes pages whenever you have a meeting
• Duplicate Follow-Up pages as needed

This allows the planner to grow with your client list.

Device Limitation

Pages can be duplicated inside the planner, but if you move them to another notebook, the hyperlinks may disappear due to device limitations.

How to Install

  1. Download the planner using the link above

  2. Open the reMarkable desktop or mobile app

  3. Drag and drop the file into your notebooks

  4. Sync your device

Your planner will then be ready to use.