Top 21 Notion Templates for Agencies in 2025 (Free & Paid)
Explore our carefully curated list of the top 21 Notion templates for agencies in 2025. Includes both free and paid templates designed to enhance agency workflows and productivity.
Nov 27, 2025
An Agencies template in Notion is a customizable workspace tailored for managing agency operations, projects, and clients efficiently. These templates streamline workflows, enhance collaboration, and ensure organized data management. Benefits of using Agencies templates include increased productivity, better client tracking, and seamless team coordination as detailed below.
Improved Organization: Centralizes projects, clients, and tasks in one clean workspace.
Enhanced Collaboration: Facilitates team communication and task delegation effectively.
Time Efficiency: Automates routine processes to save valuable work hours.
Data Tracking: Enables easy monitoring of client progress and deadlines.
We carefully selected these top Notion templates for Agencies based on usability, features, and user reviews. The following list showcases the best options to elevate your agency's workflow.
The Ultimate Agency OS is a comprehensive Notion template designed by agency owners to streamline operations, boost performance, manage finances, and support agency growth. It features 15+ dashboards and tools for managing projects, clients, finances, and more.
Client Portals for secure, personalized project updates.
Project Management with centralized tracking and status updates.
CRM and Lead Management to nurture client relationships and track leads.
Task Management for team coordination and accountability.
Content Calendar to plan and schedule content across platforms.
Finance Manager and Invoice Management for financial control and billing.
An all-in-one Notion template tailored for small design agencies to manage clients, invoices, teams, and UI/UX resources efficiently. It helps designers stay organized and focused on creative work.
Client management system for tracking and organizing clients.
Invoice tracking to handle billing and payments efficiently.
Team organization tools to coordinate group tasks and members.
Pre-set UI/UX resources including user interview questions.
Heuristic analysis checklists for quality design evaluation.
Fully customizable to fit individual or agency needs.
AGENCY OS | Notion Business Management Template | $55
AGENCY OS is an all-in-one Notion template designed for agencies to manage clients, projects, operations, and marketing efficiently. It offers customizable portals, project management tools, finance tracking, and a centralized knowledge hub, suitable for agencies of all sizes. Setup is quick with no Notion experience needed.
Customizable client portal system for tracking KPIs, tasks, and collaboration
Comprehensive team management including employee goals, feedback, and recruitment
Powerful project management with visual workflows, deadlines, and delegation
Smart time tracking with instant logging and productivity monitoring
Finance hub to track income, expenses, invoices, and revenue by client
Marketing command center and lead management to plan campaigns and track prospects.
Organize and manage your business with this Notion template designed for professionals, freelancers, agencies, and brands. It centralizes projects, tasks, clients, contracts, invoices, and goals in one place for streamlined business control.
Centralized dashboard serves as your business home base
Organize projects by status to reduce overwhelm
Track tasks so nothing is missed
Supports both long-term and short-term growth goals
Manage invoices, contracts, leads, and ideas efficiently
Includes an archive section for journaling your process and an About Me section
This template organizes incoming work from client account management teams into a creative design team at a small design agency. It addresses competing creative deadlines by providing connected workspaces for both management and creative teams, improving task priority management and collaboration.
Organizes tasks from client account management into creative team workflow
Separate but connected workspaces for management and creative teams
Helps prevent mismanagement of competing creative deadlines
Facilitates clear communication and task prioritization
Designed specifically for small design agencies
Flexible for adaptation to agency-specific workflows
Ultimate Client Portal for Marketing Agencies | FREE
An all-in-one platform designed to streamline client communication, project coordination, and document management for marketing agencies, enhancing collaboration, transparency, and efficiency in client relationships.
Consolidates tasks, projects, resources, and client interactions in one platform
Facilitates seamless collaboration between agency and clients
Shares real-time updates and essential documents effortlessly
Enhances transparency throughout client projects
Optimizes client communication workflows
User-friendly interface tailored for marketing agencies
Notion's Agency Hub gives contractors a central place to find all relevant information about goals, projects, guidelines, and more to simplify onboarding and management.
Centralizes contractor onboarding by consolidating brand guidelines, product training, and internal processes.
Provides clear context on projects contractors are working on.
Organizes goals and guidelines for easy access.
Improves collaboration between internal teams and external contractors.
Designed specifically for agencies and work environments.
Supports efficient project and knowledge management.
AgencyHQ is an all-in-one operating system built specifically for agencies, integrating client management, project tracking, proposals, invoicing, and team workflows into a single Notion-based system. It expands on EOS principles to provide a comprehensive agency workflow solution.
Client Projects & Secure Portals management
Built-in Time-Tracking capabilities
Content Creation workflows
Deal Management system
Proposals & Invoice generation
Financial Dashboard plus Hiring & Employee Onboarding modules
Agency OS is an all-in-one Notion template designed to streamline agency management by integrating project management, client relationship management, finance, marketing, and performance tracking into one platform. It helps agencies stay organized, track key metrics, and maintain standardized workflows.
Comprehensive performance tracking dashboard with clear charts
Training page with over 20 instruction videos for easy onboarding
Organized project and task management tools to keep teams aligned
Smooth meeting coordination and document collaboration features
Centralized knowledge base for important resources and SOPs
Integrated sales pipeline and CRM with finance and marketing dashboards
Notion Agency CRM is a customizable agency client relationship management template designed to help agencies streamline their workflow and client management within Notion. It offers lifetime access, updates, and a guide to maximize productivity.
Custom CRM tailored for agencies
Lifetime access and updates included
User-friendly Notion format
Comes with a comprehensive usage guide
Helps scale agency operations efficiently
Supports client and project management
Best Notion Minimal CRM for Real Estate Agency | $29
A minimalist Notion CRM designed for real estate agencies to efficiently manage clients, sellers, houses, and services. It includes organized pipelines for managing leads, appointments, and integrated tasks, enhancing productivity and business operations.
Four relationship databases to manage clients, sellers, houses, and services.
Organized appointment management with a visually appealing pipeline.
Task section integrated into houses and sellers for better task tracking.
Suitable for real estate agencies as well as other businesses.
Over 60 hours of work invested in development.
Includes 6 months of support via email and Telegram, with lifetime updates.
Agency CRM is a Notion template designed for solopreneurs, freelancers, small business management, and consultants to manage business operations efficiently. It offers a bird's-eye view of CRM, meetings, client relationships, lead generation, content creation, and income tracking. The template aims to centralize all work in one place, providing location freedom and a structured professional workflow.
Comprehensive CRM system tailored for agencies and freelancers
Integrated Calendly meeting scheduling for seamless appointment management
Bird View Pipeline for clear visualization of business processes
Onboarded Client/Influencer SOP and requirements templates for streamlined onboarding
Fresh Tucked Lead Sheet for updated lead tracking
Supports business management including client relations, lead generation, content creation, and financial tracking
A Notion template designed for agency owners to track and analyze outreach efforts. It includes a real-time outreach goal tracker and is fully customizable to suit individual needs.
Track daily outreach activities easily and systematically.
Analyze which outreach methods are most effective for your agency.
Real-time outreach goal tracker to monitor progress every day.
Fully customizable to tailor the template to your specific requirements.
Designed specifically for agency owners managing outreach campaigns.
Helps in organizing outreach efforts to improve productivity and sales.
This Notion template helps freelancers and agencies manage outreach efforts efficiently. It tracks prospects, automates follow-up reminders, consolidates contact information, and provides data insights to improve client conversion. User-friendly with clear instructions, it boosts organization and follow-up consistency.
Automatic follow-up reminders to never miss contacting prospects
Centralized database for all prospect contact information
Track daily outreach efforts and gain valuable insights
Easy to use with clear, step-by-step guidance
Improves lead conversion by supporting regular follow-ups
Compatible with email automation via Zapier/Make integration
Manage and grow your marketing, creative, or consulting agency with this comprehensive Notion template. Organize projects, clients, finances, and social media in one sleek workspace with automation to streamline your workflow.
Intuitive home dashboard to oversee all operations
Sales CRM and project manager for client and task tracking
Comprehensive finance tracker with invoicing capabilities
Pre-built client onboarding process in 4 easy steps
Social media growth tools to enhance your brand presence
Team and contractor management with automated efficiencies
A complete, all-in-one Notion system designed to help agencies manage their entire business, from client acquisition to project delivery, in a single workspace.
Manage your client pipeline from lead to active project
A central dashboard to oversee all projects and deadlines
An integrated system for proposals, contracts, and invoicing
A dedicated space for team management and task assignment
A professional client portal for seamless communication
A high-level dashboard to monitor agency performance
With the right Notion setup, your agency can streamline operations, save time, and focus more on what truly matters, delivering great results for clients.
Notion templates for agencies are pre-built workspaces designed to help manage clients, projects, deadlines, and team communication, all in one organized place.
Why should agencies use Notion templates?
They save setup time, streamline workflows, and help teams stay aligned across client work, project updates, and deliverables.
Are there free Notion templates for agencies?
Yes! Many creators and platforms offer free templates covering project management, client CRM, content calendars, and more.
Can I customize these Notion templates for my agency’s workflow?
Absolutely. Notion templates are fully customizable, you can modify databases, layouts, and automations to fit your team’s specific needs.
What types of templates do agencies usually use?
Popular categories include project trackers, client dashboards, social media planners, proposal trackers, and team task boards.
Are these templates suitable for both small and large agencies?
Yes, most templates are scalable, ideal for freelancers, boutique studios, and larger multi-client agencies alike.
How do Notion templates improve agency productivity?
They centralize all your client and project data, reduce time spent on admin tasks, and improve visibility across teams.
Can agencies use Notion templates for client collaboration?
Yes! You can easily share specific pages or dashboards with clients for transparent updates and feedback.
Where can I find the best Notion templates for agencies?
You can explore trusted sources like Notion’s Template Gallery, NotionApps, and top creators on Gumroad and Reddit.
Do I need paid Notion plans to use these templates?
Most templates work perfectly on the free plan, but teams handling multiple projects or databases might benefit from Notion’s Plus or Business plans.
