CRM for Agencies

Elevate your agency's efficiency and client management with this Notion CRM designed specifically for agencies. This CRM offers a comprehensive solution to track revenue, manage contacts and company information, oversee projects and tasks, and create personalized client portals.
About this template

Monitor and analyze your agency's revenue streams. Databases to store and manage all client and company information. Create, assign, and track projects and tasks effortlessly. Track billable hours and share project updates/documents with customers. Set goals and analyze how you’re progressing towards them. Centralize all client and project information, eliminating the need for multiple tools and platforms. Provide clients with a personalized portal to access project updates, fostering transparency and trust. Gain valuable insights into your agency's performance and revenue growth through Notion database views.

About this creator

More by Benjamin Taylor

Browse 9 templates

Related content

Visit Help Center