Notion for Marketing Agencies
Notion Sales Pipeline for marketing and creative agencies
Deal stages and forecasting without a separate CRM — built specifically around how marketing and creative agencies actually work, not a generic template with your logo on it. A client requests a revision on a deliverable buried in a two-week-old email thread, while the account manager has no easy way to see whether the team already has capacity to take it on this sprint.
What we hear from marketing and creative agencies
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Client deliverables tracked separately from internal capacity planning
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Approval rounds happening over email threads that go stale
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No visibility into which retainer clients are under- or over-serviced
How Notion Sales Pipeline fixes this
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Visual pipeline stages
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Forecasting rollups
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Follow-up automation
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Win/loss tracking