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Notion CRM System

Notion CRM System

A complete system to manage contacts, track interactions, create and assign notes & monitor progress.

Brian · @heyybrian
★★★★★4.9189 REVIEWS639 VIEWS
$9.00one-time · lifetime updates

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About this template

The simple, powerful way to manage your customer relationships

A complete system to manage contacts, track interactions, create and assign notes & monitor progress.

What's included?

✔ Sales Pipeline 

  • Sales pipeline kanban board: Visualize your sales pipeline with ease and manage your deals at every stage of the sales cycle.

✔ Notes System

  • Capture notes easily: Keep track of important details about each customer and call in one centralized location.

✔ Contacts Overview 

  • Contacts table: Store all your customer information in one place, including names, addresses, and contact details, to make communication with them a breeze.

✔ Companies Overview 

  • Companies table: Organize and manage your company contacts, including their company, location, contact info, profit made, last active date and title, to better understand your target market and create targeted campaigns.

✔ Calendar System

  • Calendar system: Schedule and track your meetings, activity dates, notes and appointments with customers, ensuring you never miss a follow-up or a sales opportunity.

✔ Light & Dark Mode Compatible

  • Your eyes will thank you later. 

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