Sales OS


Capture and manage your sales with a powerful and aesthetic sales management system.


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Template Description

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.
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