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Notion Business System
The Notion Business System helps you manage your business operations, from operations and team management to finances and growth.
Need the perfect tool to manage your business—from clients and projects to employees and finances?
Discover the all-in-one Notion system built for any type of business. Effortlessly organize everything in one place: company details, employee records, tools and software, client pipelines, project workflows, meetings, finances, and even marketing efforts. With a single purchase, you’ll gain full control and clarity to streamline and scale your operations with ease.
Store all your company details in a single, organized space.
Store all your essential company statements in one central place, including your vision, mission, business model, and long-term goals. Clearly define the structure of your organization by managing each department with its dedicated team members and department-specific objectives. Establish detailed Standard Operating Procedures (SOPs) for every department to ensure consistent workflows and smooth onboarding.
Manage your employees and train new hires seamlessly.
Save and manage all your employees in one place, including key details like phone number, email, address, salary, employment date, and more. Create structured training modules and onboarding programs tailored for new hires, ensuring every team member gets a smooth and consistent introduction to your company.
Close new clients and successfully deliver ongoing projects.
Store all your client information in one place, including contact details and estimated value. Follow each client's journey through a clearly defined pipeline, so you never miss an opportunity to close a deal. Easily manage ongoing projects for your current clients, ensuring timely delivery and outstanding results every step of the way.
Manage your business finances by settings targets and budgets.
Manage all your business accounts in one place, from savings to payroll. Set monthly targets to establish clear financial objectives, and define budgets to ensure your finances remain sustainable, organized, and aligned with your company goals. Stay on top of your cash flow and make informed decisions.
Access a full analytics dashboard to track your business performance.
Access a comprehensive analytics dashboard offering key insights like new clients per month, monthly revenue and expenses, balance breakdowns, project counts, and more. Monitor your business performance in real time and make confident, informed decisions to drive growth.
These charts will only be displayed if you have a Notion PAID plan.
What's included?
Complete Business Management Dashboard
About – Store key company details like vision, mission, and structure.
Employee – Manage employee data and onboard new hires with training programs.
Software – Track all your softwares, licenses, and subscription renewals.
Project – Oversee client projects, assign tasks, and meet deadlines with ease.
Client – Save client information and follow a pipeline to close new deals.
Invoice – Create, send, and track invoices efficiently.
Meeting – Schedule and organize meetings by category.
Document – Store important documents and organize them into folders.
Contact – Keep a database of business contacts and partner companies.
Finance – Manage accounts, monthly budgets, income, and expenses.
Marketing – Plan and schedule social media content across platforms.
OKRs – Define objectives and measure progress with key results.
Bonus: Free guide with videos to help you master the template.
Bonus (PAID Plan): Full analytics dashboard to track business performance.
And much more...