Sales CRM System
About this template
Power up your sales and client management process with this all-in-one CRM template for Notion. Visualize your leads, client pipeline, order details, and task calendar in just a few simple clicks. This template will help you convert more clients and achieve higher sales revenue by keeping your workflow as organized as possible.
Key Features:
Client management: Multi-dimensional client information, with comprehensive tracking of leads, clients and orders.
Sales process tracker: Assign leads/clients to specific individuals, view client follow-up plans in a calendar format, which is convenient and intuitive.
Order management: Track the stages of client orders and the payment status.
Data analysis: Analyze client conversion through the sales funnel and track the achievement of sales volume against performance targets.
Best for : Freelancers, Startups, Marketing Professionals, Sales Teams or Individuals, Consultants.
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