Notion CRM Automation System and Softr Client Portal
Automated Notion CRM + Softr Client Portal for Content Agency
From the partner
PROBLEM:
Manually tracking client leads, closures, and performance metrics weekly/monthly is time-consuming and prone to errors, hindering accurate reporting.
SOLUTION:
Developed a system that automates lead/closure tracking. Auto-creates monthly/weekly records for all active clients, links leads/closures to correct periods, aggregates data, and provides a Softr client portal for restricted performance viewing.
RESULTS:
Automated client performance reporting, reduced manual data attribution, improved data accuracy, and client dashboards with granular acess.
Demo
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