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Client portal Notion template

$9/hr Starting at $250

Build a Powerful, Branded Notion CRM to Streamline Your Client Workflow

Managing clients shouldn't feel chaotic. If you're juggling spreadsheets, emails, and scattered tools, it's time for an upgrade.


I'll design a custom Notion CRM system tailored to your business, giving you a centralized hub to handle everything from client onboarding to invoicing, communication, and task tracking.


No more disorganized files or missed follow-ups, just a clean, automated system that works for you.


Your CRM System Will Include:

  • Automated Client Onboarding
  • Smart Task & Project Management
  • Custom-Branded Dashboards
  • Approval Workflows & Status Updates
  • Invoice & Payment Tracking
  • Multiple Client Workspaces
  • Third-Party Integrations & Automations
  • Step-by-Step Video Tutorial for Easy Setup


This service is for:

  • Freelancers & Creative Professionals
  • Digital Agencies & Small Teams
  • Coaches, Consultants, & Service Providers
  • Anyone ready to simplify and scale client management


Your CRM will be fully customized to your brand, workflow, and business goals, not just another template.


Let's build a Notion system that saves time, keeps you organized, and leaves a lasting impression on your clients.

About

$9/hr Ongoing

Download Resume

Build a Powerful, Branded Notion CRM to Streamline Your Client Workflow

Managing clients shouldn't feel chaotic. If you're juggling spreadsheets, emails, and scattered tools, it's time for an upgrade.


I'll design a custom Notion CRM system tailored to your business, giving you a centralized hub to handle everything from client onboarding to invoicing, communication, and task tracking.


No more disorganized files or missed follow-ups, just a clean, automated system that works for you.


Your CRM System Will Include:

  • Automated Client Onboarding
  • Smart Task & Project Management
  • Custom-Branded Dashboards
  • Approval Workflows & Status Updates
  • Invoice & Payment Tracking
  • Multiple Client Workspaces
  • Third-Party Integrations & Automations
  • Step-by-Step Video Tutorial for Easy Setup


This service is for:

  • Freelancers & Creative Professionals
  • Digital Agencies & Small Teams
  • Coaches, Consultants, & Service Providers
  • Anyone ready to simplify and scale client management


Your CRM will be fully customized to your brand, workflow, and business goals, not just another template.


Let's build a Notion system that saves time, keeps you organized, and leaves a lasting impression on your clients.

Skills & Expertise

Client DevelopmentCRMDatabase DesignDatabase DevelopmentTemplatesWorkflow Management

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