Client & Employee Pages
Create detailed pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.
Customizable Pages
Each page can be altered and edited to fit your unique business & client needs. Input brand colors and imagery and change the layout of any client or employee page.
Manage Your Marketing
Design a marketing strategy and methods of acquiring leads. Manage your sales pipeline and store testimonials, case studies and more to create client proposals.
Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.
Freelancer OS
Designed for freelancers who manage multiple clients
$59
One-time payment
Full access to Freelancer OS.
Lifetime support & free updates.
Agency OS
$69
One-time payment
Full access to Agency OS.
Lifetime support & free updates.
Employee pages, teams, assign training, delegate tasks & projects.
Payments are secure & encrypted
Change any aspect of the dashboard
Change, remove, or add any section of the dashboard, team, or client pages. Add widgets, images, files, or anything you or your team want to keep track of.
Edit
Any Page
Don't need a section in the dashboard? Remove it easily from the menu to clear up space. Add your existing business pages into the template to have everything in one place.
Design
Pages & Workflow
Customize the template to fit your business and workflow. Drag and drop different sections and add any Notion integrations.
Unlimited
Client Or Team Members
Notion doesn't have a storage limit. Add any number of pages using a free Notion account.
Share
With Clients Or Teams Easily
Share page links with clients or add their email to collaborate on projects and ideas. Add team members to pages so they can work on and keep track of tasks.
Video guides, WIKI, updates & support included
Learn how to use Notion to the best of its ability and unlock new ways to upgrade your business. Lifetime access so you pay once and get a product that keeps improving with Notion updates and community feedback.
25+
WIKI Guides
Access FAQs, page guides, Notion tips, and more. Learn how to share with clients, build plans, change layouts or colors, and maximize your use of the dashboard.
Support
Lifetime
If you have any questions or concerns, please feel free to email me. I'm here to assist you in integrating your business with your new dashboard.
Updates
Free Via Email
There is a survey embedded in each dashboard where customers provide suggestions on what they want added. Therefore, this product is constantly improving thanks to our growing community.
Video
Walkthrough
Watch the video tutorial on how to get started with the different pages of the dashboard.