Your NotionAgency CRMClient PortalProject ManagerRevenue TrackerContact Storage
Elevate your agency's efficiency and client management with this Notion CRM designed specifically for agencies. This CRM offers a comprehensive solution to track revenue, manage contacts and company information, oversee projects and tasks, and even create personalized client portals.
CRMs trusted by 7,000+ Companies
Client Portals
Track billable hours and share project updates with customers.
Deals
Monitor and analyze your agency's revenue streams.
OKRs
Set goals and track how you're progressing towards them.
Contacts & Companies
Databases to store and manage all contact and company information.
Choose a CRM Version For Your Business
CRM solutions for teams of all sizes.
Agency CRM
The ultimate system to run your agency
✓ Centralize all client and project information
✓ Provide clients with a personalized portal
✓ Gain valuable insights into your agency's performance over time
✓ Set goals and track progress
✓ Lifetime access to future updates
$50
*One time purchase with lifetime access
Custom
Tailor your CRM to your unique needs
✓ Integrate with external systems
✓ Create internal & external automation
✓ Tailor the CRM to meet your business' specific processes / use case
✓ Notion training for teams
About The Creator
Ben Taylor is a Certified Notion & Salesforce Consultant. He created this Notion CRM after years of Salesforce consulting and helping businesses automate through no-code.
After meeting and working with many small businesses, he noticed that most struggle to justify the cost or to implement the most commonly used CRMs on the market. He's created affordable and highly customizable Notion CRMs as an alternative.
Ben is a Notion agency owner and took his learnings from working with clients to create a system that helps elevate agency operations.
