CRM Pro for Small Businesses & Freelancers

Ultimate CRM Notion template for freelancers and small businesses. Manage contacts, deals, and tasks to streamline your sales pipeline.
About this template

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.

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