Notion CRM System

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.

FAQs

How to download this template?

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

Do you have other questions?

Follow me on Twitter & Instagram for free template giveaways:

https://twitter.com/BriannCreates

https://www.instagram.com/notionpointco/