Notion Client Relationship Management For Designers [CRM]

The best client organization tool for designers in Notion

Organize your clients much more efficiently with this template.

As a graphic designer, it eventually gets challenging to put everything you need in one place and generate a clear overview of your clients. However, this product solves exactly this major problem.

In this template you can:

1. Organize your interviews with the clients using the timeline
2. Mark useful properties for better identification of clients + statuses
3. Create an overview with the board layout
4. Add necessary contact information
5. Collect your notes during the interviews
6. Create design briefs during client interviews through 5 templates

To avoid missing any deadlines and to reduce the clients' bureaucracy, this template made it much simpler for me and other designers to have a good overview of all clients.

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