Notion Client Management Suite (CRM + All Docs + Invoices) ☑️


Notion Client Management Suite – your all-in-one solution for managing clients and customers. With proposal, agreement, and invoice generators, plus client support management, it's the ultimate tool for streamlining your business processes.

 What’s inside?

📞 CRM (Client Relation Manager): A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

📝 Proposal & Agreements Creator: 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.

💵 Invoice Management Hub: Save hundreds of hours with a detailed & neat Invocice management hub to Record a transaction with your client, keep track of who owes you what, & when payments are due, as out-of-the-box Notion templates (for Freelances & Agencies).

📈 Sales Targets: Get more eyeballs on the company figures by effortlessly setting up sales targets each quarter, and tracking how much was brought in using the monthly logs. Use third-party widgets to represent those figures using charts.

👥 Meeting Notes Template: Our best-selling meeting template. Draft agendas, capture meeting notes and action items and pull-in all related previous meetings. Link to meeting recordings to put an end to uncertainty.

Plus a Detailed Client support management system (Retainers Hub & Request Tickets)

👨‍💼 Who is it for?

  • Designed for dynamic agencies, studios, and freelance businesses,

  • Any business handling projects, tasks, clients, and finances

How does it work?

  1. Purchase

  2. Follow the Links to the Template

  3. Duplicate the Template

What will you need?

  • A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)

  • A Notion account (It’s free to sign up for a personal plan!)

Please remember:

This is also for personal use. You only hold a limited license to use this template and you cannot redistribute or reproduce or sell the template. If you have any questions please email @[email protected].

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