Digital Agency Dashboard | Client Portal

This comprehensive Notion template streamlines workflow with essential tools: CRM to manage contacts and sales, Task Manager to prioritize and track tasks, Projects for timelines and milestones, Client Portal for updates, Notes for meetings and ideas, and Finance to track income.

1. CRM (Customer Relationship Management)

• Manage your contacts, leads, and customer interactions in one organized space. Track communication, set reminders, and monitor the sales pipeline effortlessly.

2. Task Manager

• Stay on top of your to-do list with a powerful task manager. Prioritize tasks, set deadlines, and track progress to ensure nothing falls through the cracks.

3. Projects

• Organize and oversee your projects with dedicated project management tools. Create project timelines, assign tasks, and monitor milestones for successful project completion.

4. Client Portal

• Provide your clients with a personalized portal to access important documents, project updates, and communication. Enhance client satisfaction and streamline collaboration.

5. Notes

• Keep all your notes in one place. Capture meeting minutes, brainstorming ideas, and important information with easy access and organization.

6. Finance

• Manage your finances effectively with a dedicated finance section. Track income, expenses, and budgets to stay on top of your financial health.

7. Expenses

• Record and categorize your expenses with ease. Monitor spending, analyze trends, and ensure financial accountability and efficiency.

This all-in-one Notion template is designed to enhance productivity, improve organization, and provide a centralized hub for all your business needs.