Agency CRM

Streamline Client Relationships and Boost Productivity with Agency CRM!

The Agency CRM Notion Template is an all-in-one solution for managing client relationships, featuring a robust sales pipeline, meetings planner, and notes management. Ideal for agencies, it helps you track leads, organize client interactions, schedule important meetings.

Searching for a way to manage your agency with Notion?

What's included?

• Clients & Companies Management
• Sales Pipeline
• Notes Management
• Meetings Planner
• Annual ARR Chart
  

FAQ

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

What is Notion?

Notion is a space where you can write notes, capture thoughts & manage projects. You can use Notion to manage your personal life or a team.

Can I use Notion for free?

Yes! You can enjoy all the features of this template with Notion's free plan.

Have any more questions?

If you have any other specific question, feel free to write an email to ritesh@heyritesh.co and I'll be happy to help you!