Notion CRM System
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A complete system to manage contacts, track interactions, create and assign notes & monitor progress.
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Price $7 with extra 20% discount. Use code MIDYEAR20
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Template Description
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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