Free
Boost transparency and trust with your clients
In today's fast-paced business world, managing client relationships efficiently is the key to success. Our Client Portal template is the secret weapon you've been looking for to:
- Centralize all client communication and project details.
- Save time and reduce miscommunication.
- Impress clients with a professional, organized approach.
Key Features That’ll Set You Apart
✔️ Project Overview: Keep everyone aligned with a bird's-eye view of project progress, key milestones, and deliverables.
✔️ Document Hub: Say goodbye to attachment hunting! Store and share all project-related files in one secure, centralized location.
✔️ Task Management: Say goodbye to "I thought you were doing that" moments. Assign, track, and complete tasks with ease.
✔️ Customizable Navigation: Tailor the portal to fit your unique workflow, making it effortless for clients to find exactly what they need.
✔️ Meeting Notes Management: Effortlessly maintain a comprehensive record of all meetings.
Get to know the author
Beli Löw – Notion Certified Consultant
Templates are my adult version of Lego, and creating them is my new favourite game.
After founding two companies since I was 18, worked in project management and software development for over 10 years, I found the tool which inspired me to represent every area of my life within it for the last four years so far.
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