CRM for businesses and freelancers with charts
About this template
KEY FEATURES:
- CRM Analytics Dashboard: Gain insights into your customer data with an integrated analytics dashboard that helps you make informed decisions.
- Deals and Prospects Pipelines: Manage your sales process effortlessly with organized pipelines for both deals and prospects, ensuring you never miss an opportunity.
- Client and Company Management: Keep track of essential information with dedicated sections for clients and companies, enhancing your ability to nurture relationships.
- Meetings and Offerings: Schedule and track meetings with ease and manage your product or service offerings to maximize your business potential.
- Integrated Task and File Management: Stay organized with built-in task lists and file storage, allowing you to focus on what matters most.
- Automated stage history: Database automations automatically populate date properties, when the stage of the record is changed, so that you could keep track of when the deal was initiated, negotiated or closed.
KEY BENEFITS:
- Improved Decision-Making: Gain a deeper understanding of your business's position and make informed strategic choices.
- Improved Efficiency: Centralize all your CRM activities in one place, reducing time spent on manual tasks and increasing productivity.
- Enhanced Customer Insights: Access valuable data insights quickly to tailor your strategy to meet customer needs.
- Streamlined Workflow: Simplify your processes with seamless integration of various CRM components, making it easier to manage your business operations. Integrate it with you Notion Project management system and other templates!
- Scalability and Flexibility: Adaptable to businesses of any size, this template grows with you, providing a scalable solution for your CRM needs. Each business is different, hence this template offers full flexibility of changes.
*Before buying, please note that Notion Charts used in this template, are available for PAID plan users. Users on the free plan will only be able to display ONE chart per workspace!
