Agency CRM
About this template
Welcome to the Ultimate Agency CRM Template for Notion - your comprehensive hub for enhanced productivity, superior organization, and streamlined business management! 🌐
This game-changing tool is designed specifically with Freelancers, Solopreneurs, Content Creators, and Entrepreneurs in mind. It's set to revolutionize your daily operations, leaving you more time to focus on what truly matters - growing your business. 💼
Here's what the Ultimate Agency CRM Template for Notion can do for you:
1️⃣ Dynamic Dashboard: Get a bird's eye view of your projects, tasks, and contacts. Manage your leads, prospects, and won deals in one space with an intuitive Kanban layout. 🖥️
2️⃣ Efficient Contact Management: Keep track of all your professional contacts - from clients to suppliers. Monitor their progress, from lead to conversion, while keeping relevant notes and related tasks within reach. 📇
3️⃣ Company Tracker: Document the companies you work with, including contacts within each, and effortlessly manage related projects. 🏢
4️⃣ Project Mastermind: From a task-oriented calendar to a detailed project layout, handle all aspects of your projects like a pro! View project status, related contacts, and tasks in a single glance. 📆🎯
5️⃣ Note Nook: Never lose track of important points. Capture, organize, and link notes to meetings, tasks, and contacts. Powered with AI for easy note summary. 🗒️
6️⃣ Meeting Manager: Schedule and organize meetings with a built-in calendar and link associated notes, projects, and contacts effortlessly. 📅
