⚠️ This is only a preview. ⚠️ To gain full access, purchase the template here: Get Agency OS

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Share individual pages with your client to control what they can access. Use the Share button (top right) on each project, meeting, document, or invoice you want them to see. This keeps internal workflows private while giving clients only the information they need.

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Actions

Dashboards

Agency OS (Preview)

Sales CRM

Clients

Deals

Interactions

Delivery

Projects & Tasks

Time Tracking

Client Portals

Finances

Operations

Team Directory

Processes (SOPs)

Documents

Goals

Overview

Client Portals

Create Client Portal

Untitled

<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" width="40px" /> Hello, I'm Edrian, the creator of this template.

Check out my other Notion templates at notion.com/@edriansnotes

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