AI Agency CRM
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Notion4Business
The AI Agency CRM free template is designed for small AI agencies or freelance AI consultants who want a streamlined way to manage their client relationships. With this template, you can track leads, active clients, and past interactions all in one place. Each client entry can include project details, contact information, AI services requested, and notes on communication. This version includes a simple dashboard showing active clients and upcoming follow-ups.
Key Features:
- Track leads, prospects, and clients easily.
- Record client information, service type, and communication history.
- Visual dashboard for quick overview of client statuses.
- Ready-to-use database for your first 20–30 clients.
Why It’s Valuable:
Even in the free version, you can organize your AI agency workflow efficiently. Upgrade to Premium to unlock automated workflows, integration with AI tools, advanced analytics, and unlimited client tracking.
Lifetime access to this Template
⭐ 12 Core Databases, fully connected
Covering every aspect of running an AI agency.
⭐ Minimalist, professional design
Clean layouts with only the most useful views.
⭐ Scalable system
Works for solo consultants or multi-person agencies.
⭐ Smart visual dashboards
Charts and analytics baked in for instant clarity.
⭐ Pre-filled with examples
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