CRM Pro for Small Businesses & Freelancers
このテンプレートについて
Ultimate CRM Pro Notion template designed for freelancers, side-hustlers, and small businesses.
Add contacts and companies: Quickly add contacts, companies, and related information. Segment and categorize to stay organized and efficient.
Add deals: Quickly add deals you're working on and track them through your sales pipeline. Monitor the last touchpoint to remain in contact for higher conversion.
Add communications and tasks: Track client touch points and associated tasks to stay on top of your customer relationships. Add documents and attachments.
Assign to different employees in your workspace: Collaborate and delegate clients and deals. Get reporting and insights on employee performance and sales conversion.
Daily updates at a glance: Keep up to date on your CRM with daily updates shown on the home page and dashboard. Review sales conversions, added contacts and companies, and employee communications and tasks.
