Notion CRM for Agencies

Overview:

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 even create personalized client portals.

Key Features:

1. Revenue Tracking: Monitor and analyze your agency's revenue streams.
2. Contact & Company Management: Centralized database to store and manage all client and company information.
3. Project & Task Management: Create, assign, and track projects and tasks effortlessly.
4. Client Portals: Track billable hours and share project updates/documents with customers.
5. Objectives & Key Results: Set goals and analyze how you’re progressing towards them.

Benefits:

• Streamlined Operations: Centralize all client and project information, eliminating the need for multiple tools and platforms.
• Improved Client Relationships: Provide clients with a personalized portal to access project updates, fostering transparency and trust.
• Data-Driven Insights: Gain valuable insights into your agency's performance and revenue growth through Notion database views.