Simple CRM

Struggling with disorganized client information and missed opportunities? Our CRM Notion Template streamlines your workflow by effortlessly managing your contacts, deals, and tasks. Stay on top of your business relationships and close more deals with ease.
About this template

Struggling with disorganized client information and missed opportunities? This template allows you to effortlessly streamline your workflow by effortlessly managing your contacts, accounts, products and services, deals, and tasks.

Includes:

  • Account Tracker

  • Contact Tracker

  • Service and Products Manager

  • Deals Manager

  • Task Manager

Stay on top of your business relationships and close more deals with ease.

Categories
About this creator

More by Mindfulplans

Browse 17 templates

More like this

Related content

Visit Help Center

Powered by Fruition