Notion CRM, Invoices & Financial Summary
Let's get organize our finances and CRM!
Stop jumping between apps to manage your clients and cash flow.
This Notion template brings your entire back office into one workspace. Seamlessly connect your client relationships to your revenue, and your revenue to your quarterly goals. 🎯
Key Features:
Smart CRM: A centralized database for all your contacts and leads. Dynamic
Invoicing: Generate professional invoices that automatically pull client data from your CRM, no more manual typing or switching tabs.
Automated Financial Summary: View your business health at a glance with summaries broken down by quarter.
Expense Tracking: Keep your margins healthy by logging expenses against your income in real-time.
If you have any questions feel free to reach out!
