Agency CRM
About this template
Run your agency like a well-oiled machine with Clay's Agency CRM template for Notion. This isn't a slow, expensive CRM like Salesforce or Hubspot – it's a turbocharged hub for all your client relationships, stored alongside your team’s notes and docs.
- Keep tabs on every project, from the initial pitch to the final invoice, without drowning in sticky notes or endless email threads.
- Track deadlines, budgets, and client preferences all in one place. Need to know who's handling what, or when you last wowed a particular client?
- It's all here, neatly organized and ready to roll. Customize it to fit your agency's unique flavor, and watch as your team stays in sync without constant meetings.
It's like having a super-organized assistant who never sleeps, helping you deliver killer work and keep clients coming back for more.
