In the world of business, our main goals are to bring in new clients and keep our current clients happy. Luckily, the Notion Client Management Dashboard is here to help you achieve just that!
This dashboard comes with pre-made workflows, databases, and templates, saving you loads of time when onboarding, providing services, and offboarding clients. Plus, it's designed to give your clients a unique and positive brand experience!
Let's break down what this dashboard includes:
- Quarterly Targets and Annual Goals: Easily keep track of your goals and targets to ensure you're always on the right path.
- Action Tasks with Time Tracker: Manage all your tasks in one place with different views to suit your needs. Plus, there's a built-in time tracker to help you allocate time effectively and bill clients accurately.
- Project Management with Pre-built Workspaces and Client Portal: Simplify project management with pre-built workspaces and client portals. Keep everything organized and share progress with clients in a secure and engaging way.
- Sales and Marketing with Pipeline and CRM: Keep track of leads, send proposals, and manage your sales pipeline all in one place. Set reminders for follow-ups and birthdays to strengthen client relationships and increase sales.
- Calendar Overview: Get a clear view
