About this template

A comprehensive business Notion template to efficiently manage every aspect of your business in one dashboard. This Notion template enables you to organise your whole business in one location including client CRM, finances, invoices, transactions, expenses, tasks, social media content planner, brand assets, client testimonials, utility provider lists, habit tracker, documents, meeting notes and more. With our innovative and customizable business planner, you can effortlessly organize your clients, brand assets, marketing and transactions in one place. Keep track of important deadlines, appointments, and contacts, and easily access vital documents and information whenever and anywhere you need it, all stored online. The main ‘home’ Notion dashboard includes daily reminders, your project calendar, habit tracker, and our popular ‘Client' counter. Customize your dashboard to suit your unique needs and preferences, making it easier than ever to stay on top of your business.

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Step 1

Create your Free Notis account.

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Step 2

Duplicate this template in your Notion workspace.

Step 3

Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.

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