Professional CRM
About this template
**Features Overview**
Contacts: Manage contact details including names, numbers, emails, and other relevant data. Custom fields can be created based on your specific needs.
Accounts: This function allows for account management similar to Salesforce. Track company details and link contacts, deals, and more to each account for comprehensive relationship insights.
Opportunities: Oversee sales opportunities at all stages. Customization allows for stage creation, deal value tracking, and recording of key activities.
Products: Our CRM tracks products similarly to Salesforce. Opportunity Products track details such as quantities and prices, while Products provide a central location for storing company offerings information.
Tasks: Assign tasks, set deadlines, and monitor progress. Tasks can be connected to Contacts, Opportunities, or Accounts.
Invoicing: Use Notion for sharing invoices with clients for a collaborative, user-friendly experience. This improves communication and transparency, enhancing client relationships.
Campaigns: Organize, track, and analyse marketing initiatives and activities. This helps businesses coordinate strategies and measure the effectiveness and ROI of marketing efforts.
Support Cases: Handle and resolve customer inquiries and issues effectively. This function ensures prompt resolution and customer satisfaction by providing a structured approach to documenting and prioritizing support interactions.
