Star Pipeline Plus

Convert prospects into clients in Notion. Track deals and client interactions to not lose any business opportunities.
About this template

Stop missing opportunities and wasting time with fragmented toolsets

In today's fast-paced sales environment, teams often struggle with tracking and managing their sales pipeline effectively.

Many organizations rely on a mix of spreadsheets, emails, and disparate tools that lead to a fragmented view of the sales process.

This disjointed approach results in missed opportunities, inefficiencies, and a lack of real-time visibility into the sales funnel.

Sales representatives find themselves spending excessive time on administrative tasks rather than focusing on closing deals and building customer relationships.

There is a clear need for a centralized, organized, and easy-to-use system that can streamline the sales pipeline management process, provide actionable insights, and enhance productivity.

Manage your sales pipeline efficiently with this professional template:

- Track sales opportunities through the sales funnel - You can customize this workflow to your specific process.
- A central database to manage your client
- Visibility of the touchpoints with your clients via a monthly calendar view showing your last and future contact with your client.
- Bonus! You can now display this calendar along with your personal or professional calendar via the new application "Notion Calendar".
- A central database for your contacts, companies, and deals linked together to give a 360º view of your pipeline.
- Multiple views of your deals: Board, Active, Won, Lost
- A personal dashboard to see only the deals, contacts, and companies that you "own" as a salesperson. So you can focus on these items.
- Indicators to know how much you have in flight for each stage of your sales funnel and the probability of success for each deal
- Data Insights Charts to analyze trends and get key indicators for decisions 🆕

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