Notion Project Tracker & Client Portal

NEW YEAR SALE - UP TO 20% OFF! 🔥

The Client Portal & Project Management template is a comprehensive system designed to centralize and streamline your client interactions and project management processes. This template offers a range of essential features to help you stay organized, enhance collaboration, and deliver outstanding results for your clients.

💼 All features in your pocket

Key Features:

📅 Meetings Tracker: Keep track of client meetings, including dates, attendees, agenda, and action items. Ensure smooth communication and alignment with clients throughout the project lifecycle.

📊 Project Tracker: Maintain a centralized project tracker to monitor the progress, tasks, and milestones of each project. Assign responsibilities, set deadlines, and track the completion of project deliverables.

📝 Project Proposal Maker: Create professional and compelling project proposals using the dedicated section. Include project objectives, scope, timeline, and cost estimates to present a comprehensive proposal to clients.

⚡ Invoice Auto generator

💵 Invoice Maker and Database: Generate customized invoices for your clients within the template. Track invoice details, payment status, and due dates to stay on top of your financials. Maintain an organized invoice database for easy reference.

🔍 Competitor Database: Maintain a database of your clients' competitors, including key information such as company name, industry, strengths, weaknesses, and market positioning. Use this data to provide valuable insights and strategic recommendations.

🔒 Password Manager: Safely store and manage client login credentials, sensitive information, and project-specific passwords in a secure password manager section. Ensure easy access while maintaining data security.

📞 Enhanced Client Communication: Streamline your client interactions by keeping track of meetings, agendas, and action items. Maintain open lines of communication, fostering transparency and collaboration.

🚀 Efficient Project Management: Stay organized and on top of project timelines, tasks, and deliverables. Assign responsibilities, monitor progress, and ensure projects are completed on time and within budget.

💼 Professional Proposal Creation: Create impressive project proposals using the dedicated section. Present your ideas, scope, and estimates in a polished and organized manner, leaving a lasting impression on clients.

💰 Financial Control: Easily create and manage invoices, track payment status, and maintain an organized invoice database. Keep your finances in check and ensure timely payments from clients.

🔎 Strategic Insights: Build a robust competitor database to gain a comprehensive understanding of your clients' market landscape. Use this knowledge to provide valuable recommendations and strategies.

The Client Portal & Project Management Hub empowers you to streamline your client interactions, efficiently manage projects, and deliver exceptional results. Experience enhanced organization, collaboration, and client satisfaction as you optimize your project management processes.

🧡 People that tried Project Tracker & Client Portal

FAQs

How to download the template?

Once you've made your purchase, you'll be redirected to the template. Click "Duplicate" on the top right corner to duplicate it to your Notion workspace.

Can I share it with my team/friends?

No, this is a personal license for individual use.

Still, have questions?

Send your feedback or questions to iamsayf.business@gmail.com