Sales CRM

Are you looking for an efficient way to manage your sales processes and keep track of your leads, deals, and activities all in one place? Our Sales CRM Notion Template is designed to help you streamline your workflow, ensuring that nothing falls through the cracks. Here’s what you’ll get:

Features:

Quick Actions

• New Lead: Quickly add new leads with a simple click.
• New Contact: Keep your contact list updated and organized.
• New Account: Manage your client accounts effortlessly.
• New Deal: Track your sales opportunities.
• New Activity: Log meetings, calls, and follow-ups.

Needs Attention Section:
Stay on top of your tasks with a dedicated area for leads that need your immediate attention. This area will highlight leads that have not been contacted within the last week or have been stagnant.

Leads, Deals, and Activities

• Leads: Capture and organize all potential clients.
• Deals: Move your deals through various stages (Qualified, First Contact, Proposal, Negotiation, Won, Lost) with ease.
• Qualified: Track leads that have been vetted and are ready for the next step.
• First Contact: Manage initial outreach efforts.
• Proposal: Handle ongoing proposals and ensure timely follow-ups.
• Negotiation: Keep an eye on deals in the negotiation phase.
• Won: Celebrate your closed deals.
• Lost: Learn from lost opportunities to improve your process.