Effortless Client and Team Management Made Easy

Save time, keep your clients happy, and eliminate manual work with the all-in-one client portal.

Here are the complete details of each system you need to know:

Customer Relationship Management - CRM [Free Version]

What's Included?

• Automatic Lead Tracking: Get a real-time picture of your total leads, converted leads, and conversion rate.
• Leads Pipeline: Visualize and manage your sales process.
• Contacts List: Keep all your client information in one place.
• Interlinked Tasks: Connect tasks to specific leads for better organization.

Benefits

• Automated Insights: Never miss a lead with automatic conversion tracking.
• Efficient Pipeline Management: Easily manage and prioritize your leads.

Upgrade to the Client Portal

Dealing with clients and team members online can be chaotic.

Daily communications, multiple tasks and projects, and team updates are overwhelming without a system.

Our client portal offers a one-stop solution for all your communication and task management needs.

What's inside?

• Individual Client Systems:
  • Client Data Management.
  • Separate project management for each client: Ease up on updates for yourself, your team, and the client:-

    

    
    
  • Easily manage tasks to have you and your client on the same page:
  • Requests management:
  • Track invoices with individual clients easily:

    

    
    
• Teamwork System:
  • Reduce time wasted in communications: Get Daily Team Updates in one place:-

    

    
    
  • Get the complete picture of all projects: Unified Project Database of all clients:-

    

    
    
  • Let your team take complete control with unified task management for all clients.Information added to this page will automatically update on the management page of each specific client:
  • Team Members Database:

    

    
    

Benefits

• Enhanced Client Experience: Improve client satisfaction with organized communication and task management.
• Time-Saving: Eliminate the need for multiple apps.
• Efficiency: Centralize all your clients’ and team’s communications and updates.
• Comprehensive Tracking: Keep track of all your projects and tasks in one place.

Functionality

• Client Pages: Individual pages for each client for easy access and management. Duplicate the given client page for your other clients.
• Team Control: Your team can manage all tasks and projects from a unified page.
• Filtered Views: Show specific tasks and projects to clients using filters from the unified database.
• Automatic Updates: Automated changes in clients' pages based on changes made in the teamwork page.
  

Save time, stay organized, and automate manual activities with a single communication and management system today.

This video provides a complete overview of the Client Portal's features and functionality. So, you can begin using it right away. Feel free to share this video breakdown with your teams and clients to ensure everyone stays aligned and informed.

If you have any questions, feel free to ask via email - sumanpreetk467@gmail.com or via Twitter (X).

FAQs

1. Can I ask for my doubts?

Surely yes. I’m open to clear your doubts about the Notion templates on social platforms like LinkedIn and X (Twitter). So, drop your questions there, and I’ll respond within 24 hours.

2. Do I need to get a premium to use Notion?

Notion can be used for free with its basic features It depends on your specific needs whether you should get the premium version.

The free version of Notion offers various benefits including unlimited pages and blocks, the ability to share with up to 5 guests, and syncing across all devices. It provides a complete workspace for individual users to organize notes, tasks, and projects effectively.

If you have more than 5 guests, you need to get a premium to use the Client portal.

3. Why choose Notion?

Notion simplifies life by providing a unified space for notes, tasks, and projects, eliminating the need to juggle between different apps or platforms. Its organizational features such as the content calendar and project management system promote efficiency and ease in managing work. execution of tasks more streamlined, contributing to better work-life balance.

4. Is this template editable?

Of course, yes, once you duplicate this template, you are the owner of this template. Make changes in its different sections according to your needs.

5. Can I share this with others?

No, it has a private license. If you’d like to refer it to others, please share this page with them.

6. Who will benefit from this template?

Anyone, a founder, creator, freelancer, agency owner, or any other professional, who is looking for a single system for client and team management to save time, increase productivity, and improve efficiency.

7. How can I know the system of the client template to use it instantly?Here's the complete video breakdown of the entire system:Client Portal WalkthroughTip: Watch it at a 1.5X speed.