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Fiverr Pro
English
$
USD
I will build a notion CRM and client management system
Notion Expert Workspace Dashboard Designer
I help individuals and businesses get organized with custom Notion workspaces — dashboards, project trackers, CRMs, and second-brain systems built around how you actually work. I focus on clean design...
About this Gig
Managing clients across scattered spreadsheets, emails, and sticky notes? I'll build you a custom Notion CRM that keeps every client, lead, and project in one organized system.
What I can build for you:
- Client & lead tracking database (contact info, status, notes)
- Sales pipeline / deal stages board
- Client portal (share progress, files, and updates with clients directly)
- Automated follow-up reminders
- Invoice & payment tracking
- Onboarding checklist system for new clients
Why work with me:
- Built around your actual sales process, not a generic template
- Clean, professional layout your clients will actually see (if using a portal)
- Fast delivery and clear communication throughout
Not sure what setup fits your business? Message me and I'll help figure out the right package.
Domain:
Business
Industry:
Business services & consulting
•
E-Commerce
Language:
Arabic
•
English
•
German
FAQ
Do you build inside my Notion account or deliver a template?
Either works I can build directly in your workspace as a collaborator, or deliver a duplicate-ready template link you can copy into your own account.
Can you migrate my existing client list from a spreadsheet or another CRM?
Yes I can import your existing client/lead data from Excel, Google Sheets, or most other CRM exports into your new Notion system.
Will my clients be able to see the portal, or is everything private?
That depends on your package and preference. I can set it up as fully internal (only you see it) or with a client facing portal view where clients see their own progress and files, while your internal notes stay private.
Do you offer automation, like reminders when a lead goes cold?
Yes, on the Premium package I can set up automated reminders and follow-up alerts using Notion's built-in automations or a Zapier/Make integration.
