21 Best Notion Templates For Client Management (2023)

Efficient, organized, and engaging client management can be a game-changer, and to help you master this, we're sharing the 21 Best Notion Templates For Client Management (2023). This comprehensive collection offers a suite of Notion templates designed to make your client management process seamless, from contact tracking to project collaboration and follow-up schedules.

Let's dive in.

21 Best Notion Templates For Client Management (2023)

Agency OS

Freelancer OS

Landmark OS

Client Portal

Upgrade your Client Portals in Notion with this 2.0 template. Meetings, shared drive, mood board and more.

Client Portal 2.0: Notion Template

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CRM Template 2.0

Learn how to quickly fill, sort, update and prioritize our pre-built Notion CRM 2.0 template.

Notion CRM Template 2.0: Contacts, Pipelines & Segmented Lists

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Customer Onboarding Flow

Customer onboarding is a critical piece of any product strategy; use this Notion Flow to help you plan and manage yours.

Customer & Client Onboarding Process Flow [Notion Template & Guide 2023]

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Customer Journey Map

Customer journey maps are an essential piece of any marketing or product strategy; but trying to fit them all into one tool/file/place can be... challenging.

Customer Journey Map Template | Notion User Journey [2022]

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Project Management System

Leverage some of the most basic superpowers of related Notion databases with this simple project management template.

Notion Project Management Template (2024)

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Project Proposals

Writing proposals is a pain. Save yourself some time with this pre-built Notion project proposal template and workspace.

Notion Project Proposal Template: Key Outcomes, Timeline & Budget

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Client Call Template

Use this Introductory Call template in Notion to prepare yourself for your next prospecting opportunity.

Introductory Client Call Template

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Meetings (AI Summary)

Optimize your meetings with our Notion Meetings AI Template. Explore AI-powered features for generating agendas, key action items, and summaries, along with automation for efficient scheduling.

Notion Meetings AI Database Template (2.0)

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Contact Information

Lead properties, types, sources and what to collect about your leads; all in this contact information template in Notion.

Contact Information Template: What To Collect

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Case Studies Gallery

Case studies are a great example of 'show, don't tell'--but they're a hassle to write. Try this Notion case study template to get you started.

Notion Case Study Template + Smart Gallery (2023)

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FAQs Page

Use this Notion FAQs template to list and sort your customers most commonly asked queries.

Notion FAQs Template: Simple List + Publishable Page (2023)

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Invoice Template & Tracker

Prepare, export and track the status of your invoices with this smart Notion Invoice Tracker template.

Notion Invoice Template & Tracker (2024)

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Meeting Notes

Time to keep better track of your meetings? Add this meeting notes database template to your workspace, with pre-written agendas inside.

Notion Meeting Notes Database Template (2023)

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Product Feedback Zone

Collect and organize customer feedback, create surveys and forms, segment customers, and keep track of FAQs and features with this helpful Notion template.

Product Feedback Zone: Notion Template Hub (2023)

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User Personas

Create beautiful, relevant User Personas in no time with this Notion template system.

Notion User Persona Template: Psychographics, Pain Points & Examples (2023)

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Use Cases Exercise

Brainstorm specific business and product use cases, then link them to key personas, features and campaigns to better move the needle on what matters to your customers.

Notion Test & Use Cases Template: Scenario Planning In Notion (2023)

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Project Prioritizer

Rank and score your various projects with this simple Notion-built scoring and prioritization tool.

Project Prioritization Tool & Notion Template [Sort, Filter and Rank With Ease]

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Influencer Hub

Setup your very own Influencer Management System with just a few clicks. All in Notion.

Notion Influencer Hub Template (2023)

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Website Planner

Use the databases and views in this Notion website planner template to help plan out your website pages, content and structure.

Notion Website Planner Template (2024)

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Sponsorship Packages

Plan, sort and flesh out the details of your various sponsorship offerings and packages with this simple Notion template tracker.

Sponsorship Packages Notion Template: Pricing, Options & Offers [2023]

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Brand Book

Store and plan your complete brand guidelines in Notion with this handy template 'Brand Book'.

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Facebook (Meta) Ads Planner Hub

Plan your next Meta (Facebook) Ads Campaign from A to Z in Notion with this template hub system.

Facebook Ads Planner Template: Notion Hub (2023)

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Agency OS

Run your digital marketing agency in Notion.

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Freelancer OS

Run your freelance business in Notion, quicker.

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Landmark OS

Run your entire business from our most powerful Notion template system. Start with the core business foundations, then create your ideal setup with new components as you grow.

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