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Manage your clients all in one place with the Ultimate CRM Client Portal. Manage projects, tasks, invoices and client information in one structured system.
Projects
Manage your Projects, visualise their progress and track their Tasks.
Tasks
Manage your Projects, visualise their progress and track their Tasks.
Client CRM
Manage and track your client details, connected projects, work status and send them Invoices, proposals and contracts.
Invoices
Easily upload or create Invoices based on your Project, send them to client and automatically add it to Incomes.
Client Portal
Dedicated Client portal for each project so that you can exchange information with your client in one place. No more back & forth emails!
Events Calendar
Efficiently manage events like client meetings in one place
Effortlessly create Invoices for Projects in Notion. Share with client through client portal to have a unified system.
Each Project comes with a dedicated Client portal which you can share with your client so that you can easily exchange information like passwords, files and more.
It is a unified system where client can track project progress, check the completion rate, send messages and have an overview of any upcoming meetings or payments
Effortlessly manage and organise meetings with clients. Set reminders and automatically notify your clients about the meetings using the Client Portal.
One time investment in Your Business
Hey there! I am Hashim, a Notion Certified Expert, with more than 2 years of experience using Notion. I have helped people all over the world get organised and productive by implementing Notion into their lives. Over 10,000+ happy customers.
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