Client collaboration, smooth as butter

This Notion template will be a central dashboard where you can share documents and track projects together. Streamline your communications and reduce back and forth email, so both of you can save time and work efficiently.

Boost transparency and trust with your clients.
In today's fast-paced business world, managing client relationships efficiently is the key to success. Our Client Portal template is the secret weapon.

✔️ Project Overview at a Glance
✔️ Document Hub
✔️ Task Management
✔️ Customizable Navigation
✔️ Meeting Notes Management

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.

Keep track of onboarding information as well as unique industry challenges your client faces, their brand, preferred meeting times and much more. Everything you need to provide the best and consistent service for each of your clients.

Introducing Client Central OS: Your All-in-One Client Portal Solution

Are you tired of juggling multiple tools and platforms to manage your client interactions? Look no further! Client Central OS is here to revolutionize the way you engage with your clients. Let’s dive into what makes this comprehensive client portal a game-changer:

CRM (Client Relationship Management): Seamlessly track your client interactions, leads, and sales processes. Our intuitive CRM module empowers your sales team to manage pipelines, schedule calls, and monitor analytics. Say goodbye to scattered spreadsheets and hello to streamlined client management.

Invoicing Made Effortless: Generate professional invoices directly from the system. Whether it’s a one-time project or recurring billing, Client Central OS handles it all. Customize invoice templates, track payment statuses, and ensure timely payments. Your finance team will thank you!

Project Phases & Tasks: Keep projects on track with our robust project management features. Break down projects into phases, assign tasks, and collaborate seamlessly. From planning to execution, Client Central OS ensures nothing falls through the cracks.

Docs and Resources Repository: Centralize all client-related documents, contracts, and resources. No more digging through email attachments or shared drives. Access critical files with ease, share them securely, and maintain version control effortlessly.

Meeting and Notes Hub: Schedule client meetings directly within the portal. Capture meeting notes, action items, and follow-ups—all in one place. Collaborate with your team and clients without missing a beat.

Why Choose Client Central OS?

Efficiency: Say goodbye to manual data entry and scattered tools. Our unified platform streamlines your client interactions, saving you time and effort.

Security: Rest assured that your client data is secure. We prioritize data protection and compliance, so you can focus on building strong client relationships.

Customization: Tailor the portal to your brand and workflow. Client Central OS adapts to your unique needs, not the other way around.

Collaboration: Foster collaboration among your team members and clients. Everyone stays informed and aligned, leading to better outcomes.

Ready to elevate your client experience? Try Client Central OS today and witness the transformation. Your clients deserve the best, and now you can deliver it effortlessly.

The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.