A free CRM and Project manager Notion template for small businesses. This template is designed as an example of how Notion can support your business with managing sales opportunities, projects, business areas, team tasks and notes.
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A free CRM and Project manager Notion template for small businesses. This template is designed as an example of how Notion can support your business with managing sales opportunities, projects, business areas, team tasks and notes.
Features
Track work and knowledge within an organisation such as:
Organisation and Contact information
Business Areas - Record processes in important areas of your organisation such as finance, marketing and HR Projects - Track both customer and internal projects. Projects can be linked to organisations and activities Topics - A place to store information on topics of importance for knowledge management Support Cases - Track work on customer issues and bugs Opportunities - Prospects and income
Related notes and activities
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