CRM TRACKER
About this template
Notion CRM template. Designed for freelancers, small business owners, and teams, this comprehensive template streamlines your client management process, allowing you to focus on what truly matters—growing your business.
Key Features:
Quick Action Buttons: Effortlessly create new tasks, clients, and products with just a click. Our intuitive buttons ensure you can manage your workflow without any hassle.
Dynamic Dashboard: Get a real-time overview of your business metrics, performance indicators, and key insights all in one place. Easily visualize your progress and make informed decisions.
Client Status Tracking: Keep track of where each client stands in your process. Whether they are leads, active clients, or former customers, you’ll always know their status at a glance.
Task Management Section: Organize, prioritize, and manage all your tasks efficiently. Assign tasks to specific clients, set deadlines, and track progress to ensure timely follow-ups.
Transactions Tracking: Maintain a clear record of all financial transactions. Analyze your revenue streams and understand the financial health of your business.
Product Organization: Easily manage your product offerings with a dedicated section. Keep track of product details, prices, and inventory levels.
Comprehensive Client Overview: Access all critical client information, including contact details, pricing, dates, and transaction histories, in one centralized location for easy reference.
