Best 15 Notion Agency Templates

I have curated for you the Top 15 Notion Agency Templates designed specifically for companies, agencies, and businesses of all sizes. These templates will enable you to seamlessly manage your company workflows, streamline operations, and centralize all your tasks in one intuitive platform.

Whether you're a startup or a well-established firm, these templates will optimize your efficiency and productivity, making your business operations smoother and more effective.

Best Notion Agency Templates

Notion Company OS

Simplify your company management effortlessly. From lead generation to project and task management, and even invoicing, everything is consolidated in one place.

Meet the Notion Company OS Template—the ultimate solution for your business needs. This all-in-one template enables you to streamline operations and elevate your business to new heights.

What's included?

• Project and Task Management

• CRM

• Finance Management

• Client Management

• Contact Management

• Team Management

• Invoice Management

Template available here

Notion Intranet Business OS Agency Template

Optimize project management with Notion Intranet: Integration, Predictability, and Profitability for Companies.

Introducing the ultimate all-in-one solution for enterprises, businesses, and large teams seeking streamlined efficiency and organization. Our comprehensive platform empowers you to manage projects, tasks, finances, employees, absences, assets, contracts, and business knowledge, all in one place.

Embrace the future of management and propel your organization to new heights with our all-encompassing solution. Choose simplicity, choose success.

What's included?

• Project and Task Management

• Project Budget, Margin Manager

• Client Cost, Labor Cost Manager

• CRM and Clients Manager

• Finance Manager

• Task Manager

• Timesheet

• Social Media and Content Planner, Blog Post, Social Posts, Newsletters

• Employee Manager

• Department Manager

• Invoice, Proposal, Contracts Manager

• Salary Manager

• Absence, Holiday manager

• Asset, Device Manager

• Business Notice Wall

• Business Knowledge

Template available here

Notion Freelancer Board

Boost your freelance business with this all-in-one Notion template for project management, task tracking, finance monitoring, meetings, and CRM! The Freelancer Board Notion Template is the perfect solution for freelancers aiming to streamline their workflows and stay organized. It offers a complete set of tools to effortlessly manage projects, tasks, finances, clients, and meetings.

What's included?

• Project and Task Management

• CRM

• Todo list

• Finance Management

• Client Management

• Meetings, events

• Team Management

• Invoices, Proposals

• Resume

Template available here

Notion Ultimate Time Tracker Template

Master your time with the Ultimate Time Tracker Notion Template. Boost productivity and achieve more in less time with this powerful tool. Effortlessly track tasks, set project estimates, and monitor progress through monthly, custom, and project reports.

What's included:

• Live Time Tracker (in minutes and hours)

• Add task manually and set the Start and End time and the system calculate everything

• Add task manually only type the working hours number

• Quick actions with 1H, 2H, 4H working hours button

• Show the Start Time, End Time

• Show the Amount on the Tasks

• Show the Total Amount on the Projects

• Live Amount Tracker

• Monthly and Yearly Report

• Report Creator (you can create a custom report from Clients, Projects and Tasks)

• Clients Management

• Project Report

• Project Budget

Template available here

Notion Company Starter Kit

Efficiently manage your company with these invaluable Notion templates, designed to help you achieve your 2024 goals.

Included Notion Templates:

• Company OS - $29

• Ultimate Time Tracker - $29

• Ultimate CRM Board - $15

• Social Content Planner - $9

• Creative Board, +200 Resources, 50 Product Ideas with Guide - $5

Full Price: $87

Special Bundle Price: $59

Company OS
Introducing the ultimate solution for your business needs - the Notion Company OS Template! This comprehensive template streamlines your operations, taking your business to the next level.

Leads » Contacts » Clients » Projects » Tasks » Invoices » All managed seamlessly with Company OS.

Ultimate Time Tracker
Easily track your tasks, set project estimates, and monitor your progress with detailed monthly, custom, and project reports.

Ultimate CRM Board
Manage your clients and project processes efficiently with this all-in-one CRM and Project Management Template.

Social Content Planner
Boost your social media content strategy effortlessly with this planner.

Creative Board, +200 Resources, 50 Product Ideas with Guide
Unleash your creative potential with this comprehensive guide, packed with 200 creative resources and 50 digital product ideas!

Template available here

Ultimate Agency OS: Notion system for agency owners

Agency OS: Notion Template to Streamline Operations and Grow Your Business

Introducing the Ultimate Agency OS: a Notion system designed by agency owners for agency owners. This comprehensive template helps streamline operations, boost performance, manage finances, and strategize growth.

With over 15 intuitive dashboards and templates, the Ultimate Agency OS is your all-in-one solution to optimize and scale your agency while maximizing productivity and client retention.

Features include:

• Client Portals: Secure, personalized access to project updates and documents.

• Project Management: Centralized tracking from start to finish.

• CRM & Lead Management: Unified system for client relationships and leads.

• Task Management: Organize and monitor team tasks and progress.

• Content Calendar: Plan and manage content in one place.

• Finance Manager: Integrated view of revenues, expenses, and profits.

• Invoice Management: Automated billing and tracking.

• Pricing Frameworks: Flexible pricing models.

• SOP Templates: Customizable templates for consistency.

• ICP & Market Positioning: Define customer profiles and strategies.

• Meeting Calendars & Notes: Schedule meetings and manage notes seamlessly.

Template available here

Notion Agency OS Template

Business Command Center: Your All-in-One OS Template

Picture your business running smoothly: information flows, tasks get done efficiently, everyone’s aligned. Unlock this power with our comprehensive template.

Template available here

Design Agency Notion Template

Transform your design business with our comprehensive Notion template. Tailored for small design agencies, this dashboard enables you to track clients, manage invoices, and organize your team effortlessly. Plus, it includes pre-set UI/UX resources, user interview questions, and heuristic analysis checklists. These tools are designed to make you more organized, efficient, and focused on what truly matters—your creative work.

What's included:

• Track tasks and projects

• Client management

• Generate invoices

• Manage business documents

• Clients and Partners

• Finance management

• Contracts

Template available here

Notion Agency OS | Notion CRM & Business Dashboard Template

Agency OS – The Ultimate Business Management Solution

Effortless Business Management

Agency OS equips you with all the tools necessary to efficiently manage and scale your business. Access over 15 pages dedicated to clients, teams, project management, marketing, leads, and more.

What's included:

• Projects and tasks

• Employee pages

• Training modules and plans

• Finance tracker

• Time tracker

• Goals

• Calendar

• Marketing manager

• Lead manager

• Proposals

• Brand colors

Template available here

CreativeOS ― Agency Notion Template

Transform the way you organize and manage your business. Eliminate disorganized projects, tasks, and goals. Take control of your entire business, including goals, clients, contracts, invoices, and more—all in one place. This is your hub for everything business-related, ideal for professionals, freelancers, agencies, brands, and businesses.

Features:

• Stay organized with everything centralized

• The Dashboard is your new command center

• Organize projects by status to avoid overwhelm

• Never miss a task

• Designed for both long and short-term goals

• Keep track of invoices, contracts, leads, and ideas

• Archive as a journal for your process

• All about you in the About Me section

Template available here

Watch the video to learn how to manage your business with Notion

Notion Intranet Business Management template is ideal for small businesses, agencies, large teams, startups, and freelancers. Centralize and manage tasks, time tracking, project budgets, labor costs, and expenses in one place. Save on multiple monthly fees and streamline your business operations with this all-in-one template.

Notion Intranet Business OS Template available here

Free Notion Agency Templates

Notion Project Management Template for Free

Enhance your project management with our customizable Notion template. Take control of your tasks and streamline your workflow today. Experience increased productivity and achieve your goals faster with ease!

What's included?

• Project Management

• Kanban Boar

• Task Management

• Timeline

• Project status progressbar

Template available here

Notion Time Tracker for Free

Enhance your project management and time tracking with the customizable Notion Time Tracker Template. Optimize your workflow, visualize progress, and collaborate seamlessly with your team. Try it now and boost your productivity!

What's included:

• Track your Time

• Manage Projects

• Monthly Report

• Projects Time Report

• Timeline View

Template available here

Small Design Agency Task Management Notion Template

This template streamlines the workflow from client account management teams to the creative design team at a small design agency. Competing deadlines across account management teams can often lead to mismanagement of task priorities.

With this template, both the management team and creative team have their own interconnected workspaces, allowing for better management of creative tasks.

Template available here

Ultimate Client Portal for Marketing Agencies Notion Template

Streamline your marketing agency's client communication and data management with our Ultimate Client Portal. This all-in-one solution consolidates tasks, projects, resources, and client interactions into a single, user-friendly platform.

Designed for seamless collaboration, it enhances transparency and efficiency, allowing you to share real-time updates and essential documents effortlessly.

Elevate your client relationships with this innovative portal that simplifies and optimizes every interaction.

Template available here

Notion's agency hub

Onboarding a contractor is similar to onboarding a new internal teammate. They will need brand guidelines, product training, internal processes, and project-specific context. Use this template to provide contractors with a central repository for all this information. A comprehensive wiki fosters transparency and enables both parties to collaborate effectively.

Template available here

10 tips for Agencies to use Notion effectively

1. Central Knowledge Hub: Centralize SOPs, style guides, and key documents for easy access.

2. Client Management: Create a CRM to track client interactions, statuses, and details.

3. Project Management: Use dashboards for timelines, tasks, and milestones with Kanban or calendar views.

4. Task Management: Assign and track tasks with due dates and priorities, using reminders.

5. Content Planning: Manage content calendars and collaborate on drafts within Notion.

6. Meeting Notes: Use templates for agendas and notes, and archive past meetings.

7. Client Portals: Share updates, deliverables, and timelines with clients on dedicated pages.

8. Team Collaboration: Create an internal wiki for announcements, updates, and resources.

9. Time Tracking: Log hours and generate reports on time allocation and productivity.

10. Budget Tracking: Manage budgets, expenses, and invoices to monitor financials.

The Best 15 Notion Agency Templates to Boost Your Productivity

In the fast-paced world of agencies, staying organized and efficient is crucial. Notion, a powerful all-in-one workspace, offers a range of templates designed to streamline operations, manage projects, and enhance collaboration. Here, we’ve curated the best 15 Notion agency templates that will help you boost your productivity and take your agency to the next level.

1. Agency Dashboard

The Agency Dashboard template is a centralized hub where you can manage everything from projects to team tasks. With customizable widgets, you can keep track of KPIs, client details, and deadlines all in one place.

2. Client CRM

This Client CRM template is perfect for managing your client relationships. Keep detailed records of client interactions, project statuses, contact information, and contract details to ensure nothing falls through the cracks.

3. Project Tracker

Manage your projects effortlessly with the Project Tracker template. Use it to set up timelines, assign tasks, and monitor progress. Visualize your project flow with Kanban boards, calendars, or timelines.

4. Content Calendar

For agencies focusing on content creation, the Content Calendar template is a must-have. Plan, schedule, and track content across different platforms. Collaborate with your team on drafts and ensure timely publication.

5. Meeting Notes

Keep your meetings productive and organized with the Meeting Notes template. Create structured agendas, record detailed notes, and track action items to ensure follow-ups and accountability.

6. Client Portal

Enhance transparency and client satisfaction with the Client Portal template. Share project updates, deliverables, and timelines with clients on dedicated pages, keeping them informed and engaged.

7. Team Wiki

Build an internal knowledge base with the Team Wiki template. Share important resources, company policies, and updates. This ensures everyone in the agency is on the same page and can access crucial information quickly.

8. Task Manager

Stay on top of your tasks with the Task Manager template. Assign tasks, set priorities, and track deadlines. Use reminders to keep your team on track and ensure timely completion of all tasks.

9. Time Tracker

Track billable hours and project time with the Time Tracker template. Log hours spent on tasks and generate reports to analyze productivity and improve time management.

10. Budget Tracker

Manage your agency’s finances with the Budget Tracker template. Track expenses, monitor budgets, and manage invoices to ensure financial health and project profitability.

11. Proposal Template

Streamline your proposal process with the Proposal Template. Create professional, detailed proposals for potential clients. Include project scopes, timelines, and pricing to win more business.

12. Social Media Planner

For agencies managing multiple social media accounts, the Social Media Planner template is essential. Plan posts, schedule content, and track performance across platforms to maintain a consistent online presence.

13. Onboarding Template

Ensure a smooth onboarding process for new clients and team members with the Onboarding Template. Provide step-by-step guides, necessary documents, and key contacts to get everyone up to speed quickly.

14. Campaign Planner

Plan and execute marketing campaigns effectively with the Campaign Planner template. Set goals, assign tasks, and track the performance of your campaigns to ensure they achieve the desired outcomes.

15. Feedback Tracker

Collect and manage client feedback with the Feedback Tracker template. Use it to gather insights, track client satisfaction, and make data-driven improvements to your services.

Using these Notion templates, your agency can streamline processes, improve communication, and boost productivity. Whether you’re managing projects, tracking clients, or planning content, Notion’s versatile templates are designed to meet your specific needs and help your agency thrive. Start incorporating these templates into your workflow today and see the difference they can make!

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