CRM / Project Management System

Manage your clients, projects, meetings & tasks with no hassle.

“Process is the road trip to wealth: The destination shines as an event, but it’s found by the process.” – M.J. Demarco, The Millionaire Fastlane

Having an effective system is vital for any successful business, but it is challenging to find something that helps you both manage your client's information & their projects effectively. This template gives you the best of both worlds, integrating a sustainable CRM and Project Management system together, giving you the luxury of using your time and effort somewhere that can leave a better impact on your business.

What is included in this System?

• Client Management System
• Project Management System
• Tasks to-do list for each Project
• Meetings Manager
• In-built template for Meetings (Meeting Agenda, Action Items, etc.)
• Dashboard to manage your tasks, projects & clients.

Template Snippets

Client Management View

Client Overview View

Project View

Task Management View

Meeting View

Dashboard View

What are some features of this System?

• Projects are tagged to their respective Clients for tracking purposes
• Tasks are tagged to their respective projects for tracking purposes
• Projects that are overdue will be flagged as overdue
• Analytics view for Projects to know what # of pending, in progress & completed tasks

FAQ

• Does this work with a free Notion account?
  • Yes! This template will work with any type of account, free or premium
  
  
• Can I share this with my friends?
  • Unfortunately, you are not allowed to do so since it is a licensed product.

• How do I reach you if I have any questions?
  • feel free to reach out to me via Twitter/Instagram/Email and I'll respond to you as soon as possible.