Keep project managers' clients informed with monthly updates

Project managers miss monthly updates, causing frustrated clients and stalled approvals. Use PM update forms to send personalized monthly emails, ensuring clients get consistent updates.

Overview

Missed monthly status updates frustrate clients and stall approvals — a direct hit to client satisfaction and project momentum. Turning each PM-submitted update into a personalized email and logging it back to your PM tool ensures clients receive consistent updates and creates an auditable communication trail.

Notable Features

Send personalized monthly progress emails
Pull updates directly from forms
Log sent updates to PM tool