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Fiverr Pro
English
$
USD
I will notion CRM system with client portal project management and workflow automation
About this Gig
Is your Notion workspace becoming a collection of disconnected pages, spreadsheets, client details, and projects?
I build organized Notion CRM systems, client portals, project management systems, and workflow automation that give you one clear place to manage clients, tasks, projects, and operations.
Your workspace can include connected databases, filtered client views, project tracking, task workflows, dashboards, forms, automations, and integrations based on your requirements.
Here's what my service includes:
- CRM setup
- Client portals
- Sales pipeline
- Project tracker
- Task management
- Workflow automation
- Client dashboards
- Team dashboards
- Database relations
- Filtered views
- Rollups
- Notion forms
- Reporting views
- Automation setup
- Integration testing
Platforms I work with:
Notion · Zapier · Make · n8n · Tally · Google Forms · Fillout · Softr · Glide · Airtable · Slack · Gmail · Google Calendar · Calendly · HubSpot · Google Sheets · ClickUp · Asana · Trello · Monday.com · Typeform · Jotform · make com · planner · project management · suitedash
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Notion
Other Software Management Services I Offer
FAQ
What result will I get from your Notion CRM setup?
You will receive a working Notion CRM system where client records, projects, tasks, notes, deadlines, and status updates connect through structured databases. Your team can view current work from clear dashboards and track each client from intake to completion in one workspace.
Who is this Notion CRM and client portal service for?
This service works for agencies, consultants, freelancers, coaches, law firms, real estate teams, service businesses, startups, and project-based teams. I can structure your Notion CRM, client portal, and project workspace around your actual client journey and delivery process.
Why should I choose the Premium package?
Premium is best when you need a full business workspace rather than a simple CRM. It can include multiple connected databases, client portals, project workflows, automations, integrations, reporting views, testing, documentation, and post-delivery support for complex operations.
What technical features can be included?
Your Notion system can include relations, rollups, formulas, linked database views, filtered dashboards, templates, forms, automations, and integrations. Depending on your package, I can connect Notion with Zapier, Make, n8n, Tally, Gmail, Slack, Calendly, and other tools.
Can you build something other than a standard CRM?
Yes. I can build Notion client portals, agency operating systems, project management hubs, content systems, employee dashboards, onboarding systems, lead trackers, knowledge bases, real estate workspaces, consultant portals, and other connected business workflows in Notion.
