Im the sales director at Summit Prospecting, where we use Notion to run our lead gen agency. I love creating client portals and dashboard to add value to our service.

Jake Pretty

Streamline your customer relationships with Notion's CRM templates. Perfectly designed for lead tracking to deal closure, customize your sales pipeline management to meet your unique business needs. Enhance your sales strategy and close more deals with an organized, efficient CRM system.

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Agency Templates

Revolutionize your agency's workflow with Notion's Agency templates. Manage client projects, track creative processes, and streamline operations. Tailored for marketing, creative, and consulting agencies aiming to deliver exceptional results with optimal organization.

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Agency

Boost your sales process with Notion's Sales templates. Track leads, manage customer relationships, and close deals more effectively. Designed for sales professionals and teams committed to achieving their targets and driving growth.

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Sales

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

This Notion template is a centralized dashboard designed specifically for agencies to manage clients, projects, tasks, and team operations efficiently. It includes structured sections for client onboarding, CRM, KPI reports, ROI anaylsis, Content sections and an admin section.

Features

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