CRM

(Go here 👆then click Duplicate to copy it to your workspace)

Your sales funnel doesn't have to feel like heavy SaaS software. Notion gives you a clean canvas to define only the fields you need to track leads. And each record is its own Notion page, where you can keep notes on every touchpoint. This template gets you started with the basics.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/86891a2c-3c02-46a7-b2f9-d6cf71ab379d/crm-1.png

Created by Notion

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d5dad186-eb36-4f11-9d64-3a4efa700831/crm-2.png

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d262c942-b3a5-4824-86db-90e2ab75a737/crm-3.png