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Best notion dashboard11/18/2023 ![]() All databases come with built-in templates. Stay on top of your commitments and avoid any missed opportunities.Įach section includes video instructions on how to use, edit and customize it to your preferences. Set reminders for lead follow-ups and birthdays to ensure you're staying on top of relationship-building and sales conversion.Ĭalendar Overview: This provides a bird's-eye view of your schedule, allowing for efficient planning and scheduling. Attract new leads, send proposals (included), and track your lead sources. Sales and Marketing with Pipeline and CRM: Your dashboard has a built-in sales pipeline and contact CRM. Securely share client portals that keep your clients informed and engaged throughout the project. Seamlessly handle internal and client projects in one place, with integrated tasks and dedicated client portals. Project Management with Pre-built Workspaces and Client Portal: Simplify project management with pre-built workspaces and client portals. Allocate time effectively and invoice clients accurately - no third-party integration required! Your action task database also comes with a built-in time tracker. Quarterly Targets and Annual Goals: Pull in your goals and targets effortlessly, ensuring you are always working in alignment.Īction Tasks with Time Tracker: Manage your action tasks in one place with different views setup based on the use case. Please contact me if you have any specific questions about this before you make a purchase. Please Note: Due to the digital nature of templates, they are non-refundable. The template itself includes 4 databases: Contacts, Sales CRM, Projects and Action Tasksĭatabases also include templates with built-in prompts so you're guided through the entire process from start to finish. ![]() comments sorted by Best Top New Controversial Q&A Add a Comment. Sales and Marketing - Includes sales pipeline with built-in proposal template and CRM! 299K subscribers in the Notion community. Project Management - Includes precofigured client portal and workspace! This dashboard offers a step-by-step guide broken down into five sections:Īction Tasks - Includes a built-in time tracker! Best of all, it is set up to offer your clients a unique and positively impactful brand experience! With pre-configured workflows, databases, and database templates, this will save you HOURS in onboarding, delivering your services, and offboarding each new client. Your Notion Client Management Dashboard helps you do just that! We have two key priorities in business - sign new clients and manage clients perfectly.
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