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English
$
USD
I will build a notion agency operations dashboard and project workflow
Notion Systems Builder CRM with Portals and Automation
I build practical Notion systems for agencies, startups and course businesses that need more than a pretty template. I turn scattered client information, projects and processes into connected CRMs, cl...
About this Gig
Still coordinating your agency through spreadsheets, chat and disconnected task boards?
I build a Notion agency operations dashboard that connects clients, projects, tasks and owners in one usable workspace.
YOUR WORKSPACE CAN INCLUDE
- Linked client, project and task databases
- Kanban, calendar, deadline and owner views
- Agency command center, reusable project templates and SOP links
- CRM, KPI summary and client portal in higher packages
BASIC: 3 connected databases and an agency dashboard.
STANDARD: Add CRM, team views and 2 SOP templates.
PREMIUM: Add client-portal structure, KPI dashboard and automation blueprint.
Each build is tailored to an agreed workflow, tested with sample entries and delivered with handover instructions. Existing-data migration, live integrations and multiple departments are quoted separately. Your team will need appropriate Notion access and permissions.
Tell me your team size, services and biggest bottleneck before ordering.
Software:
Workflow
Other Software Management Services I Offer
FAQ
Is this suitable for a small agency?
Yes. The packages are designed primarily for small and growing teams. Larger organizations require a custom scope.
Can the system track different clients and projects?
Yes. Projects can be linked to clients, tasks, owners and deadlines.
Does it replace ClickUp, Asana or Monday?
It may consolidate some workflows, but feature requirements should be checked first. I won't promise feature-for-feature equivalence.
Can you migrate our spreadsheets?
Yes, through a separately priced migration based on record count and data condition.
Will you train the team?
Standard and Premium include a walkthrough video. Live training can be purchased as an extra.
