Sales CRM

Sales CRM

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(1 reviews)

By
Agencies and Companies
Startups
Freelancers
CRM
Getting things done
Manage finance

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Advanced Sales CRM optimized for export sales. Suitable for every salesman, freelancer or startup who wants to grow their customer base and keep track of their progress.

with the promo code: (-% OFF)

(Click on image to enlarge it)

The main functionalities:

Client manager:

  • Keep track of your calls
  • Schedule the next tasks
  • Don’t miss your meetings

Client database:

  • Organize by area, status and much more
  • Most useful views in the Home Page

Daily tasks:

  • Task manager
  • Easy and practical view of urgent tasks

Orders and invoices:

  • Keep an eye on your orders’ status
  • Get an overview of your sales results

Also included:

  • World clock
  • To do list
  • Progress tracker
  • …and much more

Works with free Notion accounts.

To use the template, open the template link and click "Duplicate" on the top right corner.

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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

The main functionalities:

Client manager:

  • Keep track of your calls
  • Schedule the next tasks
  • Don’t miss your meetings

Client database:

  • Organize by area, status and much more
  • Most useful views in the Home Page

Daily tasks:

  • Task manager
  • Easy and practical view of urgent tasks

Orders and invoices:

  • Keep an eye on your orders’ status
  • Get an overview of your sales results

Also included:

  • World clock
  • To do list
  • Progress tracker
  • …and much more

Works with free Notion accounts.

To use the template, open the template link and click "Duplicate" on the top right corner.