About this template

Introducing Client Central OS: Your All-in-One Client Portal Solution Are you tired of juggling multiple tools and platforms to manage your client interactions? Look no further! Client Central OS is here to revolutionize the way you engage with your clients. Let’s dive into what makes this comprehensive client portal a game-changer: CRM (Client Relationship Management): Seamlessly track your client interactions, leads, and sales processes. Our intuitive CRM module empowers your sales team to manage pipelines, schedule calls, and monitor analytics. Say goodbye to scattered spreadsheets and hello to streamlined client management. Invoicing Made Effortless: Generate professional invoices directly from the system. Whether it’s a one-time project or recurring billing, Client Central OS handles it all. Customize invoice templates, track payment statuses, and ensure timely payments. Your finance team will thank you! Project Phases & Tasks: Keep projects on track with our robust project management features. Break down projects into phases, assign tasks, and collaborate seamlessly. From planning to execution, Client Central OS ensures nothing falls through the cracks. Docs and Resources Repository: Centralize all client-related documents, contracts, and resources. No more digging through email attachments or shared drives. Access critical files with ease, share them securely, and maintain version control effortlessly. Meeting and Notes Hub: Schedule client meetings directly within the portal. Capture meeting notes, action items, and follow-ups—all in one place. Collaborate with your team and clients without missing a beat. Why Choose Client Central OS? Efficiency: Say goodbye to manual data entry and scattered tools. Our unified platform streamlines your client interactions, saving you time and effort. Security: Rest assured that your client data is secure. We prioritize data protection and compliance, so you can focus on building strong client relationships. Customization: Tailor the portal to your brand and workflow. Client Central OS adapts to your unique needs, not the other way around. Collaboration: Foster collaboration among your team members and clients. Everyone stays informed and aligned, leading to better outcomes. Ready to elevate your client experience? Try Client Central OS today and witness the transformation. Your clients deserve the best, and now you can deliver it effortlessly.

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How to use this template with A.I

Delegate this template to NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.

4

Make sure the template appears in your synced database and is activated.

Make it your own

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

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Or you'd rather have it

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Not finding what your searching for? Or you'd rather have it

for free?