SERVICE
CRM + Client Portal Build
A custom Notion CRM and client portal for service businesses that want one clean place to manage clients, projects, notes, files, and next steps.
Instead of scattered spreadsheets, folders, and messages, your client work lives in a simple system your team can actually use. Each client gets a clear record, and when needed, a private client portal where they can see the right updates without seeing your internal work.
This is best for consultants, agencies, coaches, service providers, and small teams that need a better way to track leads, clients, delivery, and communication.
What’s included
- A simple Notion CRM for leads, clients, contacts, calls, projects, and follow-ups
- Client profiles that show key details, history, tasks, notes, links, and files
- Private client portals with filtered views, so each client only sees what they need
- Project and task views connected to each client
- Clear dashboards for your team, by client, status, priority, or owner
- Templates for client onboarding, meeting notes, project updates, and delivery
- Basic training so your team knows how to use and maintain the system
How it works
01
Scoping call
First, we look at how you currently manage clients, where information gets lost, and what your team needs to see every day.
02
Design the structure
Then we design a Notion CRM structure around your real workflow: leads, active clients, projects, tasks, meetings, documents, and delivery.
03
Build & handover
After that, we build the system, connect the key databases, create clean views, and set up the client portal experience. The goal is simple: less searching, fewer duplicate tools, and a client management system that feels easy to run.