Notion CRM Tracker

9 ratings

Checkout Notion for Agencies: The ULTIMATE all-in-one system for client-based businesses in Notion. Built to scale.

⚡️ Road tested over 2+ years and by 50+ businesses ⚡️

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

🎓 Comprehensive Training 🎓

  • 2 x Comprehensive Loom Videos
  • Example data and internal support

👤 About the Creator! 👤

Hi, I'm Sam from Notion Upgrades. I’m a certified Notion consultant with 2+ years of experiencing serving 50+ clients to date.

I’m Top Rated on UpWork and Fiverr and have serviced agencies with workforces of over 80 employees.

I work full-time as a Notion Consultant which mean I spend all of my working hours thinking about, innovating and perfecting business systems in Notion.

How does it work?

  1. Purchase
  2. Follow the Links to the Template
  3. Duplicate the Template

What will you need?

  • A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)
  • A Notion account (It’s free to sign up for a personal plan!)
  • Basic understanding of how Notion works


Notion Client Portal works with Notion only. It is compatible with Desktop, Laptop, Tablet, and Smartphones. Smartphone and Tablet layouts will appear differently than on desktop or laptop, however, the layout of the template is the same.

This is a digital download only, no physical items included. The planner is for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.

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Notion CRM Tracker

9 ratings
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