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Client Portal

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Sam Bird

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Allow your clients to track all proposals, deliverables and meeting notes by sharing a single link.
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The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

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Notion for creative agencies: managing internal and client work

Notion for creative agencies: managing internal and client work

Notion can be your agency’s hub, both for internal project management and all client-facing work. You can use this system to make sure information is accessible and projects stay on track.
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