Sales CRM & Project Manager
About this template
Designed to help B2B agency owners organize their entire sales process.
Have all your data stored in one place to gain a holistic view of task deadlines, prospects' positioning, and upcoming meetings. Never have overlapping events and watch your productivity increase with your new sales workspace.
Why this is the best notion CRM out there:
Includes related task manager: Most CRMs focus just on the deals themselves and their position. With Funnel Formation, your CRM includes a task manager that tracks the status of tasks of related deals on the same platform. This gives you an even more precise view of your next steps for each deal.
Simple Mobile View: This CRM has been optimized for both desktop view and mobile view. So whenever you're on-the-go and have projects you need to add or manage, you can do it simply from your phone.
Personalized Viewing: When you're working in a team, data can get very messy and difficult to read. With this CRM you are given custom viewing options that allow you to see deals, meetings, and tasks only related to you. This makes both your working environment and your team members' much easier and less stressful to deal with.
Workload Planner: Given the holistic viewing the CRM, planning your workload is a breeze. Since all related tasks and deals are stored in one workspace, never stress about overlapping events or missing deadlines. Plan out your work as effectively as possible and see what needs to be done for each team member in the main dashboard.
