Simple CRM
About this template
Manage your client relationships and track sales opportunities effortlessly with this Simple CRM built in Notion. Whether you’re a freelancer, small business owner, or sales professional, this intuitive template helps you organize contacts and follow up at every stage of your pipeline.
Key Features:
Contact Management: Keep track of prospects, leads, and clients, organized by status (e.g., Prospect, Lead, Client).
Sales Pipeline: Monitor the progress of each deal with stages like Discovery Call, Strategy Call, and Client conversion, complete with associated deal values.
Easy Navigation: A clean and simple interface allows you to track and update information at each stage, ensuring you never miss a follow-up.
Company Overview: Keep important company details and information in one place for easy access.
Perfect for individuals or small teams looking to streamline their CRM process without complicated tools.
