CRM for Agencies
템플릿 설명
Monitor and analyze your agency's revenue streams. Databases to store and manage all client and company information. Create, assign, and track projects and tasks effortlessly. Track billable hours and share project updates/documents with customers. Set goals and analyze how you’re progressing towards them. Centralize all client and project information, eliminating the need for multiple tools and platforms. Provide clients with a personalized portal to access project updates, fostering transparency and trust. Gain valuable insights into your agency's performance and revenue growth through Notion database views.
