CRM Dashboard

Managing customer relationships doesn’t have to be overwhelming. The CRM Dashboard simplifies the process, giving you the tools to track leads, monitor interactions, and stay on top of follow-ups effortlessly.

Whether you're a freelancer, small business owner, or sales professional, this template keeps your outreach organized and your workflows seamless. With built-in automation, status tracking, and a client database, you can focus on building meaningful connections instead of juggling spreadsheets.

↓ Upgrade to Agency OS

Agency OS is your comprehensive toolkit for organizing everything from client onboarding to project tracking. Built with intuitive navigation and user-friendly features, this template helps your team stay aligned and productive.

FAQ

How do I get started?

Upon purchase, a link will be provided to easily duplicate the Notion Template into a Notion account.

Is there a recurring fee?

No, the template is available for a single one-time payment, with no additional costs.

Is customer support available?

Support is offered to assist with critical issues or concerns. However, the template is thoughtfully designed to be intuitive and easy to use, so additional assistance is rarely required.

Are updates included?

Yes, all customers receive lifetime access to the latest version of the template. For added convenience, joining the mailing list ensures notifications about any updates are delivered directly.

Have more specific questions?

You have specific questions about the template? Reach out anytime—help is just a message away!

About the Creator

I'm Tyler. I create Plug and Play Notion systems to help creators 10x their growth.

You can follow me on Twitter at https://twitter.com/the_tylerpham