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Keep all essential client info—details, goals, communication, documents, deals—in one place. Manage the relationship, track progress, and prepare for meetings without switching databases.

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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

Clients

Delivery

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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