CRM Tracker

Simple yet powerful Notion CRM. Capture leads, track referrals, create proposals: win clients.
About this template

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

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