Clients & CRM · Notion Template
Client CRM
A visual sales pipeline to manage leads, clients, follow-ups, contracts and invoices.
- Notion Template
- Instant Access
Price $29
Manage clients, projects, deadlines, documents and communication for your agency.
$45One-time payment · USD
This is a digital product. No physical item will be shipped.
Dashboard sections and pages in this template:
Creative, marketing and web agencies and growing studios.
A professional hub for agency work. Keep every client, project, deadline, document and message organized — and give your team one clear view of what is due and what is done.
Built in Notion. Works with free and paid Notion plans, on desktop, web and mobile. No coding or add-ons required.
Your duplicated template lives in your own workspace — share it with teammates, connect it to your other Notion pages and adapt it as your business grows.
This is a digital product. No physical item will be shipped.
After purchase you’ll receive your Notion template link. Open it, click “Duplicate” and the complete dashboard is copied into your own Notion workspace. Names, numbers and images in previews are sample data for illustration — replace them with your own.
Every NeonPixelWorks template comes with a simple standard license for your own business and team.
Setting templates up for several client businesses? Read the license or contact us.
FAQ
Quick answers about access, Notion and licensing.
Just a Notion account. All templates work on Notion’s free plan as well as paid plans, on desktop, web and mobile. No coding, formulas knowledge or add-ons required.
Access is instant. After checkout you’ll see a download page and receive an email with your Notion template link. Open the link, click “Duplicate” and the complete dashboard is copied into your own workspace — ready to use.
Yes, completely. Rename sections, add or remove properties, change icons, colors and views, and connect your own data. Each template comes with sample data so you can see how it works — clear it with a few clicks when you’re ready.
Yes. Every product includes our standard license for your own business — including sharing the duplicated workspace with your team members. The license is summarised on every product page and explained in full on our License page.
Because templates are digital and delivered instantly, all sales are final once the template link has been accessed. If a link doesn’t work, the product doesn’t match its description, or you were charged twice, contact us within 14 days and we’ll fix it, replace it or refund you. See our Refund Policy for details.
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