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.
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 🎉
Does this template works with Notion's free plan?
Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.
What is a Notion template?
By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.
Check out our other templates.
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