Notion CRM System

3 ratings

The simple, powerful way to manage your customer relationships

A complete CRM system to monitor your sales pipeline, manage contacts, create & assign notes and manage meetings.

What's included?

✔ Sales Pipeline

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

✔ Notes System & Database

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

✔ Contact Management

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

✔ Company Management

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

✔ Meeting Management

  • Schedule and track your meetings, set reminders, track 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.


How to download this template?

Open the template link and hit "Duplicate" on the top right corner to duplicate it to your workspace.

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Notion CRM System

3 ratings
I want this!