Top 10 Paid Agency Templates

Upgrade your agency's workflow with our custom Notion templates. Manage projects, clients, and tasks seamlessly in one convenient platform, designed to enhance your digital productivity effortlessly. Streamline your operations and focus on what matters most with our comprehensive solution.

With Real-Estate OS, you'll have everything you need to manage your team, clients, properties, transactions, marketing, and more, all in one place.. Plus, with full customization options, you can easily tailor the template to suit your business's unique needs.

From OKRs -> Task management -> Team management -> Specialists -> Seller CRM -> Buyer CRM -> Properties CRM -> Documents management -> Transactions & Commissions -> Marketing, and more.

This all-in-one solution lets you effortlessly manage projects, clients, and tasks, all within a seamlessly integrated environment. Customize individual client portals to enhance your professional interaction and impress your clients with your organizational skills. Enjoy instant access with an easy digital download and get started right away with our user-friendly guide.

🚀 What's Inside:

📊 Projects Database: Effortlessly manage your agency's projects. Track project progress, deadlines, budgets, and team assignments with ease.

✅ Tasks Database: Stay on top of your to-do list and assign tasks to team members. Prioritize and track task completion.

🤝 Clients Database: Keep all client information in one place. Manage client relationships, store contact details, and monitor project history.

💰 Finances Database: Monitor your agency's financial health. Record expenses, income, and track invoices all in one organized space.

🗓️ Meetings Database: Schedule, document, and follow up on meetings effortlessly. Never miss an important discussion or action item.

🔗 Resources Database: Keep your agency's essential resources and documents at your fingertips. Easily access reference materials and shared files.

👥 Team Members Database: Stay connected with your team. Store role details, skills, and responsibilities for seamless collaboration.

🌟 Why Choose Our Notion Template:

📈 Boost Productivity: Effortlessly manage your agency's operations from a single hub.

📅 Stay Organized: Keep your projects, tasks, clients, and finances neatly organized.

💼 Enhance Collaboration: Foster team communication and collaboration.

💵 Improve Financial Tracking: Monitor expenses, income, and invoices for a healthy bottom line.

📢 Enhance Client Relationships: Keep track of client communications and project history.

📆 Streamline Meetings: Efficiently plan, document, and follow up on meetings.

📚 Centralize Resources: Easily access and share reference materials and documents.

📦 What You'll Get:

A Notion template ready for immediate use.

Simple instructions for template installation and customization.

An efficient, organized agency management system.

👨‍💼 Who is it for?

Marketing Agencies

Advertising Agencies

Creative Agencies

Digital Agencies

PR Agencies

Any business handling projects, tasks, clients, and finances

🚀 Elevate Your Agency Management Game Today!

Unlock the power of organization and efficiency with our Ultimate Agency Management Notion Template. Start taking your agency to new heights. Get it now and experience the difference.

The ULTIMATE all-in-one system for agencies. Document processes, host client portals, plan quarters, recruit staff, manage projects: grow your agency. System honed over 50+ Notion clients.

The Notion Agency Kit is a comprehensive and customizable template designed to simplify your agency's operations and keep everything organized in one place. Whether you're managing projects, tracking finances, or collaborating with your team, this template is tailored to fit the needs of creative and service-based agencies.

Features Include:
• Agenda: Stay on track with daily tasks and team schedules.
• Projects: Organize agency projects with timelines, priorities, and deadlines.
• Objectives: Set and track goals to ensure your agency meets its milestones.
• Finance Tracker: Manage income, expenses, and financial health effortlessly.
• Sales CRM: Track leads, deals, and client communications.
• Contacts: Keep client and company details accessible at all times.
• Team Management: Assign roles and responsibilities to team members.
• Notes: Capture meeting notes, creative briefs, and ideas in one place.
• Asset Library: Store photos, videos, and branding materials for quick access.

The Notion Agency Kit is fully customizable, making it easy to adapt to your unique workflows. It’s perfect for marketing agencies, creative teams, or anyone running a service-based business. Simplify your operations, impress clients, and achieve your goals with ease!
Start transforming the way you manage your agency today!

Decrease churn rate by establishing systems that allow businesses to keep their clients satisfied with their services. Use the exact systems and processes I use to create compelling offers and strategies for my clients and it's an all-in-one toolkit designed for agency owners that will help them manage the backend of their agency and improve their relationship with their clients.

Trusted by 2,000+ marketing & creative agencies.
Organize every aspect of your business with the best-selling agency manager template. This kit gives you a sleek workspace built with dozens of automations to help set you up for success while managing many clients at once.

A system of 55+ linked workspaces, designed to help you stay on top of client projects, prospecting, contacts, financials, distribution channels and performance — all in one place.

Consolidate your planning and strategy with linked persona templates, positioning board, pricing, and competitor research areas. Generate fresh client portals with with one click, plan large campaign timelines, and assign specific tasks to team members.

Streamline talent management with this internal directory and CRM template. Designed to organize your pool of freelancers, contractors, and in-house creatives, it enables you to easily assign the right talent to projects based on their skills and expertise. Track skill development and create opportunities for growth within your agency.

Ideal for agencies and businesses with diverse teams, this template fosters better collaboration and efficient project staffing. Use it to ensure the best fit for your projects while supporting your team’s professional development.