To view the new client CRM, please click ‘Client Information’ under the Databases heading on the left. The rest of this page is to show what a Notion dashboard could look like and some of the features offered. Dashboards are fully customizable to meet client needs.

Quick Actions

This section makes it easy to add new projects, tasks, or clients without fully opening those databases.

Databases

New CRM System

Projects

Tasks

Resources

Vendor List

Onboarding Guide

SOPs

Email Templates

Login Information List

Useful Links

Updates

Latest Updates

Dashboard

<aside> ⚠️

Announcements

• Last month was our best sales month EVER!
• We will be hiring a new admin assistant to start in November. </aside>

This Week

Untitled

To Do list

This section imports data from the task database, showing only tasks listed as something other than ‘complete’

Today’s Tasks

Reminders

This section utilizes the ‘reminder’ feature which sends a notification at the scheduled time with the note attached.

• October 2, 2026 create Q3 and YTD reports
• November 9, 2026 follow-up with social media consultant for new product launch
• December 20, 2026 remind team about Christmas schedule
• January 4, 2027 create Q4 and full 2026 sales, expenses, and net profit reports
• January 5, 2027 create mass email to premium tier accounts for early access code for new product launch
• January 7, 2027 launch day - send out mass email
• January 14, 2027 put together first week sales report