Description
Run your entire web agency from one connected Notion workspace. Agency Client CRM links 7 smart databases — Clients (CRM + sales pipeline), Projects & Retainers, Tasks, Deliverables, Invoices, Time Log, and Team — so your numbers update themselves. Log time and your project margin recalculates. Send an invoice and the client’s outstanding balance and aging update. Move a lead across the pipeline and your forecast follows. Assign a task and your team’s capacity load recomputes. The command-center dashboard shows this-week tasks, overdue invoices, active projects, deliverables awaiting client sign-off, top clients, team capacity, and upcoming renewals at a glance.
BUILT FOR AGENCIES, NOT SOLO FREELANCERS- Sales pipeline board: lead to proposal to won to churned- Team database with roles, capacity & live load % per person- Retainer tracking with monthly hour allotment & burn %- Project margin (invoiced vs. billable time) per engagement- Deliverable approval pipeline with client sign-off tracking- Account owners & project leads assigned across the team
WHAT’S INSIDE- 7 relational databases with auto rollups & formulas- Client CRM with tiers, NPS/health, lifetime value & renewals- Projects & retainers with progress %, health flags & timeline- Tasks with This Week / Today / By Assignee views- Deliverables with rounds & Awaiting-Client queue- Invoices with au
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