Agency CRM
Sobre este modelo
Run your agency like a well-oiled machine with Clay's Agency CRM template for Notion. This isn't a slow, expensive CRM like Salesforce or Hubspot – it's a turbocharged hub for all your client relationships, stored alongside your team’s notes and docs.
Keep tabs on every project, from the initial pitch to the final invoice, without drowning in sticky notes or endless email threads.
Track deadlines, budgets, and client preferences all in one place. Need to know who's handling what, or when you last wowed a particular client?
It's all here, neatly organized and ready to roll. Customize it to fit your agency's unique flavor, and watch as your team stays in sync without constant meetings.
It's like having a super-organized assistant who never sleeps, helping you deliver killer work and keep clients coming back for more.
