Hi SmartSuite Team,
Given your expertise with SmartSuite, I'm reaching out for your guidance on finding suitable templates as I transition into international sales.
I'll manage projects for 20 companies worldwide, each with at least one project along the way. Please recommend a template to organize these accounts in different countries and locations. I will focus on selling food packaging machines and managing tasks like market research, client meetings, sales tracking, documentation, client information, business card details, reminders, and emailing.
I'm considering upgrading from the free plan to the pro plan. Is this upgrade necessary for my current needs?
Please share resources for studying the business management template for international sales and managing project accounts.
I deeply appreciate your help and the time you're taking to assist me. Your support is invaluable, and I eagerly await your suggestions.
Best,
David Kao