Notion templates
CLIENT CRM DASHBOARD FOR FREELANCERS & AGENCIES
Client CRM
This board helps you stay on top of all your client work by providing a single overview for all your tasks, background information and notes.
Whats included?
Status view
Client segment view
Channel overview
# hours per client
Client targets
Last contact
Projects
Background information
How to use:
Copy the template
Create a board for each client
Get started & enjoy!
