Crystal's Ultimate Sales CRM (Team)

Close More Deals with Our All-in-One CRM

🚀  Focus on Pipeline Status and Interaction History
Keep your sales team laser-focused on closing deals. Track every lead's progress and interactions effortlessly.

☝️ All-in-One CRM Solution
Say goodbye to scattered information. Manage customer relationships, tasks, meetings and meeting notes, in one powerful Notion template. No more switching between tools.

⭐️ Seamless Integration with Notion's Relational Databases
Experience a seamless workflow with interconnected system pages. Our Sales Pipeline, Task Manager, and Meeting Tracker are linked as database properties so that you don't have to refer back and forth to what you're working on.

🙏 Simple and Easy to Use
Decrease lag time and boost productivity. Our user-friendly design ensures you spend less time loading pages and navigating , which means more time selling.


Product Features
- Pipeline Management
- Interaction History
- Task Management Tool
- Meeting Tracker with Calendar
- Calendar integration to Notion Calendar
- Contact List
- Company List
- Real-Time Updates
- Archive Feature
- Comprehensive Template Guide


Who is this CRM for?

Sales or Business Development Teams
- Collaborative Workflows: Coordinate with team members seamlessly, sharing contact information, meeting notes, and task assignments.
- Improve Client Relationships: Maintain detailed records of client interactions, helping your team provide a personalized touch to client communications.
- Integrated Meetings and Tasks: Manage sales meetings and tasks within the same system to ensure nothing falls through the cracks.
- Track Team Progress: Monitor the performance and progress of each team member with a dashboard view all ongoing sales, tasks and meetings.
- Personal Dashboard: A personal dashboard for each team member is available by restricting access to specific databases and pages. This allows you to customize your team’s workspace while still being able to collaborate with each other.


If you have any queries regarding this template, please do not hesitate to reach out via email at [email protected]. We are more than happy to hear about your queries/ feedback and will continue to improve our templates to serve your business needs.