Sales OS

Why did I create this template?

I created this product to capture and manage your sales into your Notion workspace.

What's inside the template?

• Home page with guide
• Main dashboard
• All-In-One view of the system
• Contacts
• Orders
• Products
• Sales Weekly Digest
• Meeting System
• Notes System
• 9 Integrations

How to use the template?

• Create a contact and organize it by the customer, lead, or team
• Import your contacts from Google Contacts or Mailchimp
• Capture and manage your products. Track your sales and make prognostics.
• Manage your client’s orders to never miss a thing.
• Create meetings with your contacts for discovery or follow-up.
• Store your sales assets.
• Create docs, contracts, and notes and manage them in different notebooks.

What are the benefits of the template?

• Sales OS will help you manage your contacts, orders, products, and more in the same system.
• Sales OS will help you track your sales revenue on a weekly basis.
• Sales OS will help you with the documentation process.
• Sales OS will teach you how to integrate Notion with the most used sales tools.