Agency OS | Notion CRM Template

6 ratings

Introducing Agency OS – Your Complete Business Management Tool

🏷️ To celebrate the launch of Agency OS V3.0, you can use code UPGRADE30 at checkout for 30% OFF

Manage Your Business Effortlessly

Agency OS provides everything you need to efficiently manage and scale your business. From client, team & project management to financial and time tracking, this has you covered.

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.

Empower Your Team

👥 Employee Pages: Effectively manage your HR processes and employee development. Assign tasks, clients, and teams, and track progress to foster growth and improvement.

💪 Training Modules & Plans: Design and assign training materials to upskill your team. Monitor progress across various training plans to ensure continuous improvement.

Streamline Project Management

Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

Time Tracking: Easily track time spent on clients to create invoices or get a better view of your allocated time. Use quick-action buttons to record time spent on tasks effortlessly from the home page and the Notion mobile app.

Stay Financially Informed

🏦 Finance Tracker: Keep track of income, expenses, and profit with finance tracking. Create invoices, direct debits or flat fees for each client and manage payments seamlessly.

Set and Achieve Goals

🎯 Targets: Have a separate page for wider business targets so you can track deadlines and measure success with ease.

Efficient Calendar Management

📆 Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.

Boost Your Marketing Efforts

📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise growth strategies to expand your business.

🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.

Seal the Deal with Professional Proposals

🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Keep track of what messaging works so you become more efficient at closing leads.

Access Valuable Resources

ℹ️ Resources & WIKI: Centralize agency best practices, forms, and information in one convenient location. Explore the 20-page template WIKI for useful tutorials and integration tips to optimize your workflow.

Fully Customizable

✏️ Page Layouts: Sections like Client Page layouts and information can be easily moved and the changes made will be carried over to new clients you add.

🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.

Also Included...

🌟 Continuous Improvement

I'm committed to your success. As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. Check on the right to see what was included in the last update.

How does it work?

  1. It's easy. Follow the download link and duplicate the template to your Notion workspace. If you don't have a Notion account, sign up for one for free here
    1. (Agency OS is a large dashboard so it may take a few minutes)
  2. Explore the sections. There's a WIKI section in the notes and written instructions and tips on each of the sections.
  3. You're ready to go!

Any Questions?

If you have questions or need assistance? Don't hesitate to reach out. You can message me on Twitter or drop me an email at

What Is Notion?

Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. I'm a certified and recommended Notion creator and this product was carefully created to give you a system that makes the most of Notion's features to provide you with the best product possible.

How Will I Receive The Product?

After you purchase, you will have access to a link that sends you to the template. You can then duplicate it in your workspace to start using it for yourself

Can I Become An Affiliate?

Yes, fill out this form if you're interested

Harrison from NotionByHarrison

Please visit me: Website | Templates | X | Instagram | YouTube

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Agency OS | Notion CRM Template

6 ratings
I want this!