For months, I juggled Google Docs, a physical notebook, and sticky notes. Every client call left a trail of half-fragments. Then I built a single Notion database that holds every client interaction in one view.
I use a master table with properties for client name, date, project, and a status field. Each call gets its own page with a template that auto-generates the date and client name. I type notes directly in — no more hunting for the right folder.
The game-changer is a linked database view on each client’s dashboard. I see all past calls, next steps, and shared files at a glance. It took one hour to set up and has saved me at least two hours every week since.