<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b40cafb5-aecc-44a8-a761-faeff12b0664/Wave_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b40cafb5-aecc-44a8-a761-faeff12b0664/Wave_Styled.png" width="40px" /> Thanks for checking out this template.

This is an enhanced version of my Advanced CRM | Notion template, which includes email notifications that are sent via The:Gist and Zapier, see Features below for details.

The Advanced CRM template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me.

Relational databases make managing your data and adding to your CRM system over time much easier.

</aside>

View the template here 👉

Automated Advanced CRM

Features


Email notifications

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/78dd5ffd-0392-49e8-94ec-9a1a3aac9a36/New_Year_Calendar_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/78dd5ffd-0392-49e8-94ec-9a1a3aac9a36/New_Year_Calendar_Styled.png" width="40px" /> Receive a summary of today's upcoming meetings in your inbox each morning

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6079cb97-f341-45c7-8fe8-6987ae2b3274/Expired_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6079cb97-f341-45c7-8fe8-6987ae2b3274/Expired_Styled.png" width="40px" /> Find out when an Opportunity has an overdue close date

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ce22f199-b22c-4304-ae38-7d8fefef6bee/Like_Dislike_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ce22f199-b22c-4304-ae38-7d8fefef6bee/Like_Dislike_Styled.png" width="40px" /> Get notified when an Opportunity is won or lost

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/51fa2d15-168a-4536-82ff-7817797bfed7/Money_Bag_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/51fa2d15-168a-4536-82ff-7817797bfed7/Money_Bag_Styled.png" width="40px" /> Get notified when a new high value Opportunity is added to the pipeline

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/310f5279-6b9a-4da3-8fc1-5dbfecb5352a/Calendar_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/310f5279-6b9a-4da3-8fc1-5dbfecb5352a/Calendar_Styled.png" width="40px" /> Keep on top of Opportunity's close dates with by receiving notification's when they're less than X days away

</aside>

Mentioned in this video:

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/45dc0209-48d2-4e85-b3f3-f45e21f5a99e/Search_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/45dc0209-48d2-4e85-b3f3-f45e21f5a99e/Search_Styled.png" width="40px" /> Get a 360° view of all of your interaction with your prospects in one place, by viewing their Account or Contact page

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a63375c4-cbfb-4ed2-8d3b-31ba399f2911/Construction_Trowel_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a63375c4-cbfb-4ed2-8d3b-31ba399f2911/Construction_Trowel_Styled.png" width="40px" /> The modular structure makes adding new databases to capture extra information straightforward

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c84413fc-e5f2-41b5-a39c-486b7514c5e7/Hand_Side_View_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c84413fc-e5f2-41b5-a39c-486b7514c5e7/Hand_Side_View_Styled.png" width="40px" /> The personal summary page is automatically filtered to only display each team member's records, for an uncluttered workspace - 🎬 demo

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75005c54-d714-42f9-b9ec-3a10c62b3e75/Lightning_Bolt_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75005c54-d714-42f9-b9ec-3a10c62b3e75/Lightning_Bolt_Styled.png" width="40px" /> Avoid duplicating information like company details when adding new records, thanks to the relational design

</aside>

Additional features:

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/5b348e97-de0d-44ed-ab6c-e44797142557/Mind_Map_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/5b348e97-de0d-44ed-ab6c-e44797142557/Mind_Map_Styled.png" width="40px" /> Keep track of sales, clients, contacts and meetings in an integrated system.

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/4c1cc115-bd24-4a54-8860-f6e7b7859640/Cloud_Sync_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/4c1cc115-bd24-4a54-8860-f6e7b7859640/Cloud_Sync_Styled.png" width="40px" /> Update your CRM from anywhere, thanks to Notion's online storage

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/29996183-8a7c-46ce-9ce4-5ad6354fc52f/Product_Bundles_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/29996183-8a7c-46ce-9ce4-5ad6354fc52f/Product_Bundles_Styled.png" width="40px" /> Selling multiple products / services at once? No problem. Use Product Bundles to calculate the total value of the package.

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/be61dae2-befb-4a7f-816e-56163d793a98/Dashboard_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/be61dae2-befb-4a7f-816e-56163d793a98/Dashboard_Styled.png" width="40px" /> See a summary of each team member's performance in the dashboard page, along with your sales last year

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a89f8661-c3a0-4e44-8e4a-7e8914901f5b/Magic_Crystal_Ball_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a89f8661-c3a0-4e44-8e4a-7e8914901f5b/Magic_Crystal_Ball_Styled.png" width="40px" /> Forecast accurately, using a weighted value for each Opportunity, based on the sales stage

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9e1ef6d1-8845-4c09-8c86-a9417818591e/Validation_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9e1ef6d1-8845-4c09-8c86-a9417818591e/Validation_Styled.png" width="40px" /> Check that Opportunities are up to date and not missing key information, in the validation page

</aside>