CRM
![It makes it super easy and effortless for you to connect with, reach out to, nurture and book clients.](/cdn-cgi/image/format=webp,width=3840/https://images.ctfassets.net/spoqsaf9291f/3xROfQ4YzslmidmI4ujQID/2d705fca267ee93238dbc894c1178ad9/www-notion-so-jodi-graham-productivity-crm-tracker-2024-46a3f363f25d484c9e0cc9138ac1bf2d-automated-desktop.png)
About this template
The Notion dashboard includes everything you need for your client relationship management system: rolodex, step-by-step outreach plan, client session bookings, intake and feedback forms, resource library, goal tracking and payment/invoice tracking.