Run your entire business from one Notion workspace.
Modeled after Easlo and Thomas Frank templates (combined 200K+ users). Everything they include plus 3 features for small business owners specifically.
Dashboards Included
- Client CRM with pipeline stages and deal values
- Project Tracker with deadlines, status, and priorities
- Content Calendar for blog and social media
- Finance Dashboard with income/expense tracking
- Meeting Notes with action items and follow-ups
- SOPs and Process Documentation library
- Goals and OKRs tracker
3 Improvements Over Top Sellers
- Finance dashboard built in — competitors separate CRM and finance into different products
- SOP template library — document your processes so you can delegate or automate
- Setup video walkthrough — step-by-step guide so you are productive in 15 minutes, not 2 hours
Duplicate to your Notion account with one click. Includes detailed setup guide.
Reviews
There are no reviews yet.