Customizable Client Portals
Deliver a premium client experience with structured, easy-to-access portals. Store key performance metrics, manage tasks, track project goals, and centralize essential files, notes, and resources. Set permissions for selective viewing and collaboration to keep client interactions organized and efficient.
Project Manager
Streamline your business's workflow with a project management system that keeps everything on track. Organize tasks visually, set deadlines, share work, and monitor progress in real time. Whether managing a single project or multiple clients, you'll stay in control with ease.
Marketing & Sales Tracking
Execute data-driven marketing strategies with a comprehensive planning tool. Organize campaigns, track growth strategies, manage content calendars, and measure performance. Keep your marketing efforts aligned with business goals and maximize client success.
Convert more leads with an easy-to-use sales tracking system. Document prospect details, track pipeline progress, and personalize outreach efforts. Monitor conversion rates and ensure no opportunity falls through the cracks with a streamlined sales process.
Time & Finance Tracking
Gain total clarity over your agency's financial health. Track income, expenses, and profitability while managing invoices, recurring payments, and client billing. Visual dashboards provide instant insights, helping you make informed financial decisions.
You will receive a pre-built Notion dashboard that encompasses all areas of business management.
Save time and money by switching to a Notion setup
Get started in minutes with a guide, videos, and FAQs
Learn how to easily customize and add to the setup
Use a fully integrated marketing and sales system that helps you acquire, track, & convert more leads.
Acquire more leads by improving your marketing planning
Track and nurture leads more easily using the sales funnel
Convert more leads by tailoring your communication
Customize any page, design, feature, or tracker
FREELANCE OS makes it easy to build on existing pages and tools. Change, remove, or add any section to any page in the dashboard. Add widgets, images, files, or anything you or your clients wants to keep track of.
Edit
Any Page
Don't need a section in the dashboard? Easily remove it from the menu to clear up space. Add your existing business pages to the template to have everything in one place.
Integrate
Apps & Software
Notion allows you to import various third-party software into your pages, enabling you to sync data across different apps.
Unlimited
Clients & Pages
Notion has no storage limit. You can add unlimited pages with a free Notion account.
Share
& Collaborate
Share page links with clients or add their emails to collaborate on projects and ideas.
Support to help you get the most value out of Notion
Learn how to make the most of Notion and discover new ways to enhance your business. With lifetime access, you pay once and receive a product that continually improves 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 dashboard usage.
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 the new dashboard.
Updates
Free Via Email
Each dashboard features an embedded survey where customers can provide suggestions for additions. As a result, this product continually improves thanks to our growing community.
Video
Walkthrough
Watch the video tutorial to learn how to get started with the various pages of the dashboard.
Quick-Capture Buttons
Dashboard Stats
Navigation Menu
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Your all-in-one agency platform—yours for life, ready in minutes.
—no tech skills needed.
