Plantillas: Portal de clientes

Monitorea y gestiona información sobre clientes, proyectos y avances con un panel de control ordenado y personalizable para optimizar las interacciones con los clientes.

157 plantillas
Vista previa de una plantilla para Client CRM Tracker
Vista previa de una plantilla para Agency Starter Kit
Vista previa de una plantilla para Client Intake
Vista previa de una plantilla para Clinician/Therapist Planner: To-Dos & Clients
Vista previa de una plantilla para Client Portal Starter
Vista previa de una plantilla para Time Tracker
Vista previa de una plantilla para Branding Client Portal
Vista previa de una plantilla para Client manager
Vista previa de una plantilla para Ultimate Client Portal for Marketing Agencies
Vista previa de una plantilla para Proposal & Portal Toolkit
Vista previa de una plantilla para Client Portal
Vista previa de una plantilla para WIRE | Bank Details & Wire Transfer Form
Vista previa de una plantilla para Client Portal for Agencies
Vista previa de una plantilla para  RESUME | The Creator CV / Resume
Vista previa de una plantilla para Client Intake Form Survey
Vista previa de una plantilla para Operations & Time Tracking
Vista previa de una plantilla para OKR Tracker for freelancers
Vista previa de una plantilla para Coaching Client Portal Onboard, Schedule, Invoice
Vista previa de una plantilla para Whole Shop Planner Bundle, Lifetime Access
Vista previa de una plantilla para Contractor Project Tracker Portal w/ SOP Library
Vista previa de una plantilla para Client Project Proposal | Business Proposal
Vista previa de una plantilla para Sales CRM (Automated Onboarding Tasks with SOPs)
Vista previa de una plantilla para Client Portal Directory
Vista previa de una plantilla para Client Portal Manager

Preguntas frecuentes

¿Qué es una plantilla de Notion?

Una plantilla de Notion es cualquier página compartida públicamente en Notion que se puede duplicar. Te permiten compartir tus flujos de trabajo favoritos con la comunidad, o duplicar otros flujos de trabajo que quieras usar.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

¿Cómo hago una plantilla Notion?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

¿Tienes más preguntas?
Consulta nuestro Centro de ayuda para más información.

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