How to use Notion for my Client Projects | Client Portal, CRM & Project Manager

Thanks for the video! I tried Notion and many templates, but they're not always working, and it's been struggling some times. Exactly why I decided to switch to Flowlu is because it has project management, a client portal to keep clients involved in their projects, and also a CRM module with invoicing, billing, and automation. It works much smoother than templates.

Hi Cheryl! Great approach, I am happy to see such an organized people, as you! can you also advise the way how you share databases with clients inside your portal(project)? Because, when I do this - they will either see all of my other clients and tasks or they will not see any project tasks on their page whatsoever..

My God! Your whole life is completely organized and structured! Great Job ! Made me rethink how im living my life. Great video !

Just purchased and went through your course. It's really good, simple and helped me achieve what I was trying to achieve. Thank you.

Hello! i signed up however i did not get my notion template :(

So helpful thank you!

I think you would love the Second Brain model by Tiago Forte!

Thank you for sharing - this is very helpful! I have one question though - why did you do the client portal with a page and not by creating a teamspace?

I love this idea of having everything all in one space, including the client portal. However, do you find it time-consuming to have to manually input client data each time rather than say using an automation for client details like a regular CRM would offer direct from your website?

Wow thank you so much for taking the time to show this! Super helpful😊

love this! can i ask though how do you stay on top of payment plans and do you have a way that this project checklist part maybe links to your admin to-do list to know when to email or followup on anything or when a payment is due

can you share the link for the template?

Hey Cheryl---this is excellent and valuable infomation. Do you have any clients who are hesitant about using the portal? And if so, are those the folks who don't become clients? ;) Thank you for what you do!

Thank you for the idea!

Such a valuable video, thank you so much ♥