Client Management Dashboard
![With pre-configured workflows, databases, and database templates, this all-in-one client management dashboard will save you HOURS in onboarding, delivering your services, and offboarding each new client.](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/82afd3db-2810-4d63-a50a-a50c58047ed4/desktop.png)
About this template
This dashboard offers a step-by-step guide broken down into five sections:
• Quarterly Targets and Annual Goals
• Action Tasks with Time Tracker
• Project Management with Pre-built Workspaces and Client Portal
• Sales and Marketing with Pipeline and CRM
• Calendar Overview
Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.