Notion CRM Board

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.

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

Features:

• Multiple Views
• CRM pipeline
• Storing contact information

Professional

Notion Ultimate CRM Dashboard is a powerful tool that helps businesses organize and manage contacts, companies, meetings, projects, and more.

1. Contacts - Manage and organize detailed information about your contacts, including names, job titles, email addresses, phone numbers, potential value, and any additional notes or tags.
2. Meetings - 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. Companies - Manage and organize information such as company names, industry, location, size, website, potential profit from the deal, and any other relevant details.
4. Projects - Manage and monitor ongoing projects related to your clients. You can track project names, descriptions, deadlines, and project progress.

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 Management
• Upcoming meetings in the calendar view
• Companies Management
• Leads Management
• Project Management
• Project deadlines
• and much more...

Whether you're a business owner or a freelancer, Notion Ultimate CRM Dashboard template is the perfect tool for streamlining your workflow and increasing your productivity.

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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