Advanced CRM (Notion template)

Simplify your business (whether you are a freelancer or a company) with the advanced CRM template for Notion, in which you can easily record requests and orders as well as everything related. There are also a number of useful tweaks and automations.

Manage with your CRM template clearly:

• requests
• activities (tasks, meetings...)
• finances (incomes and expenses)
• clients (persons and companies)
• internal colleagues
• documents

You will like:

• visual simplicity and ease of use (yet advanced setup)
• different views of the data (table, kanban, calendar or chart)
• ready-made calculations of amounts (incomes, expenses, profit, success rate, how much is left to invoice)
• form for easy collection of requests
• automatic matching of requests to existing clients
• one-click creation of a client from a request
• automatic creation of a task to process the request
• automatic check for duplicates in contacts
• clear reports in charts (for requests or finances)
• colleague statistics (requests status and activity status)
• buttons for quick addition of content on all pages
• useful alerts (e.g. when something is not filled in)
• several other automations (e.g. adding organization by person)
• detailed help on setting up the template
• save at least 20+ hours that it took me to create

Who I am:

Dála Musil, 50th Notion Certified Consultant worldwide and also Notion Ambassador. I will be happy to help you with anything around Notion. You can find more information here.

How to download the template?

Open the link and click on "Start with this template" at the top right. Then just select your Notion account to which the template will be duplicated.

Do you need an invoice?

In the order confirmation you will find a button through which you can generate it.

Do you have any questions?

Write me at info@dalamusil.com.

Notice

Please do not share or sell purchased content to anyone else. I suppose you wouldn't like it either if I bought something from you and then just gave it away or sold it to others. Creating costs me time and I like doing it, but I also like to be fair. I believe you are the same way. Thank you.