Agency CRM
Notion
Listed in categories:
Remote WorkBusinessNotion
Description
Remote Agency HQ is a comprehensive Notion template designed to help solopreneurs, freelancers, and small businesses manage their operations efficiently. It offers a centralized platform for business management, CRM, client relationships, lead generation, content creation, and financial tracking, all while providing the freedom to work remotely.
How to use Agency CRM?
To use Remote Agency HQ, create team spaces in Notion for each department, drag and drop relevant pages into these spaces, and start adding team members to execute operations effectively.
Core features of Agency CRM:
1️⃣
All-in-one business management
2️⃣
Client relationship management (CRM)
3️⃣
Lead generation tracking
4️⃣
Content creation management
5️⃣
Financial tracking and reporting
Why could be used Agency CRM?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Managing client relationships and meetings | ✅ | |
| # 2 | Tracking income and expenses for small businesses | ✅ | |
| # 3 | Organizing content creation and marketing efforts | ✅ | |
Who developed Agency CRM?
Ahnaf is a Notion enthusiast who has developed this template to provide value to professionals looking for efficient business management solutions. He aims to help users streamline their operations and achieve location freedom.