➡️ 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!)


  1. This Product (Template) works with Notion only. It is compatible with Desktop, Laptop, Tablet, and Smartphones. Smartphone and Tablet layouts will appear differently than on desktop or laptop, however, the layout of the template is the same.

  2. This is a free template that is part of my Full Agency / Solopreneur Pack. Check that out here:

    🧑‍Solopreneur / Freelancer Hub

    🏢Creative Agency Hub

Thanks For Your Support

Buying my products keeps me rolling.

And also, your contribution allows me to continue providing quality products & services for Solopreneurs & Agency Owners. 💥

Seriously, Thanks again!🙏

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