Advanced CRM

Designed to replicate the structure of common CRM software in a more user-friendly, customisable form. Use this template to manage your sales pipeline, companies, contacts and communication. Includes dashboard pages for managers and individuals, along with detailed reports.

The template incorporates Notion's buttons and automation to help save you time.

Connect your communication database with your calendar and email account to sync meetings and emails into Notion and link them to contacts, companies and sales.

The service catalogue and line items are in an ideal structure to be used with an invoicing automation like Xero, Stripe or PayPal.