Notion Clients, Meetings, and Invoices Manager

3 ratings

Streamline Your Client Management and Invoicing Process
with Our Notion Clients, Meetings, and Invoices Manager!

Optimize the way you handle your clients using this system.

Are you struggling to keep track of customer information and invoice data?

If you are either someone…

  • Who forgets client touch points due to overwhelming contacts?
  • Who wants to streamline their sales pipeline and improve their closing rate?
  • Who is looking for an all-in-one solution to boost their sales and streamline their invoicing process?

You are not alone. We understand!

We’ve experienced the same struggles and obstacles.

That’s why we’ve created the Notion Clients, Meetings, and Invoices Manager!

What you'll get:

  • Onboarding & Setup
    Easy to follow steps and setup for all the system templates before use.
  • Client Management Dashboard
    Add client info, update existing client details, and move them to the different stages.
  • Invoice Management Dashboard
    Create and send invoices, track invoice status, and follow up on unpaid invoices.
  • Smart Buttons
    A way to enter a new client with related meetings, company details, invoices, etc.
  • Invoice Template
    Your invoice is built directly in Notion. Send to the client by sharing one link.
  • Meeting Questions & Notes Templates
    Default questions and notes are already set up in the system itself.

What will your future look like with this system???

Achieve a hassle-free all-in-one solution for managing client relationships and invoicing!

Get the Notion Clients, Meetings, and Invoices Manager Now
and delegate most of the work into the system.

Click "I want this!" to get immediate access.

Learn more at

This template was built by a Notion Certified Creator.

I want this!

No Refunds

Last updated Jul 25, 2023



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Notion Clients, Meetings, and Invoices Manager

3 ratings
I want this!