Stop managing clients across five different tools. This is a complete Notion agency OS — four connected databases (Clients, Projects & Tasks, Onboarding, Invoices) that share data automatically through relations and rollups, so nothing gets entered twice.
Inside you get:
A branded client portal template each client gets their own filtered dashboard — no extra logins, no shared spreadsheets
A full project management system with Board, Calendar, and Timeline views built in
A client onboarding system with an auto-populating intake form and checklist
An invoice tracker Notion template with self-calculating overdue flags and payment status
One-click Notion automation buttons for new clients, project completion, and recurring invoices
A step-by-step build guide — every property, formula, and view explained so you can customize it for your own brand
Built for freelancers, consultants, creative agencies, and solo service providers who’ve outgrown a single to-do list and need real client management software without the SaaS price tag.