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The Complete Business Management Tool

Unlock the power of Notion to elevate your business while saving on costly CRM software. Explore features that streamline business management.

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.

Streamline Project Management

Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

Time-Tracking

Easily track client time using the quick-action buttons. See stats on your daily, weekly and total time for each client. Then in one click you can create an invoice.

Real-Time Updates

This template is constantly updated with new features, taking advantage of new Notion capabilities.

Manage Finances

Optimize your workflows and save time with efficient and structured templates.

Store & Organize

Store and organize files, links and SOPs and share with relevant people using page links.

Time-Tracking

Easily track client time using the quick-action buttons. Then in one step you can create an invoice.

Real-Time Updates

This template is constantly updated with new features, taking advantage of new Notion capabilities.

Stats, Resources, Best Practices & WIKI

Store your business best practices, resources and various documents and links all in one place. Explore the 20 different template WIKI pages to get the most out of the different areas.

15+ Pages

To customize and make this template your own.

To customise and make this
template your own.

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“This template is exactly what I needed to organise tasks & staff within my agency. I am new to Notion so it was a little confusing in the beginning but I emailed Harrison with all of my questions and he got back to me promptly with really in depth responses - he even adjusted the template to do what I needed it to do at no extra charge. Really great customer service! So grateful for his help in getting to know Notion!”