Industry pack
Client Agency OS
Accounts, deals, engagements, billable time and invoices in one connected CRM - weighted pipeline, utilisation and unbilled work are calculated for you.
- Linked databases
- 5
- Automatic calculations
- 12
- Ready-made views
- 13
How you get it
- 1. Buy once, or use one of your membership downloads.
- 2. Open the link we email you and click Duplicate.
- 3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.
Weighted pipeline value = deal value x probability, per deal and in total
Accounts, deals, engagements, billable time and invoices in one connected CRM - weighted pipeline, utilisation and unbilled work are calculated for you.
Saves time
Weighted pipeline value = deal value x probability, per deal and in total
Connected data
Billable hours turn into unbilled value per engagement automatically
Calculated for you
Engagements over budget are flagged as hours are logged
Nothing missed
Overdue invoices and stale deals each have their own list
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