Notion Sales CRM Board

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Basic

Notion CRM Board is a customizable tool that empowers businesses to organize and manage customer relationships, including sales leads, deals, and daily communications.

Notion CRM Board is a powerful tool that provides businesses with an all-in-one solution for customer relationship management.

Features:

• Multiple Views
• CRM pipeline
• Storing contact information

CRM Professional System

Notion CRM Professional System helps businesses organize and manage contacts, companies, meetings, projects, tasks, and much more.

Revolutionize your daily operations, leaving you more time to focus on what truly matters - growing your business.

1. Contact Tracker - Manage and organize detailed information about your contacts, including names, job titles, email addresses, phone numbers, potential value, and additional notes or tags.
2. Meeting Tracker - Schedule and organize your meetings, set reminders, track activity dates, notes, and appointments. You can also keep track of upcoming appointments in the calendar view.
3. Company Tracker - Manage and organize information such as company names, industry, location, size, website, potential profit from the deal, and other relevant details.
4. Project Manager - Manage and monitor ongoing projects related to your clients. You can track project names, descriptions, deadlines, and project progress.
5. Task Manager - You can easily create tasks and subtasks in your project and set deadlines. You can also track the progress of each task and mark them as completed.
6. Kanban Board - Kanban Board allows you to organize and manage your contacts in a kanban style, divided into different stages of your contact relationships.

You can add custom fields, tags, or additional databases tailored to your unique CRM requirements. You can also utilize various filters, sorting, and grouping options to view and organize information in your own way.

Features:

• CRM pipeline
• Multiple Views
• Customization
• Meeting Tracker
• Upcoming meetings in the calendar view
• Company Tracker
• Leads Management
• Project Management
• Project deadlines
• Task Manager
• and much more...

Whether you're a business owner or a freelancer, the Notion Ultimate CRM Professional System template is the perfect tool for increasing your productivity.

FAQs

1. What is Notion?
   Notion is a powerful all-in-one workspace that allows you to create and organize notes, documents, databases, and more, making it an ideal tool for personal or team productivity.
2. Is Notion available on smartphones?
   Yes, Notion is available for both iOS and Android devices. You can download the Notion app from the App Store or Google Play Store.
3. How I will receive a template?
   After purchase, you'll receive a link to duplicate the Notion template to your workspace.
4. I don't have a paid account, does this still work?
   Yes! It works the same.

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