Notion Crm Template

You can track stages of your continue reading. Cloud notions is a consultancy that seeks to deliver cutting edge products in the salesforce ecocsystem. Notion pages discover new productive notion templates learn how to use notion like a pro.

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Salesforce although obviously its a lot more simple.

Notion crm template. A new tool that blends your everyday work apps into one. Its the all in one workspace for you and your team. You can track stages of your leads potential value and other common crm stuff but then also includes a variety of views to give you quick access to other data and stats. Get 372 crm website templates on themeforest.

I ended up making a simple but effective personal crm in notion which is working well for me. We use tools like user centric design salesforce best practices and maintainable code to deliver more than you thought possible. Aside from the obvious database stuff like inventories and reading lists notion is great for a personal freelance or small operation crm. Notion has a few built in crm templates and theyre great but weve extended things quite a bit more for our agency.

Browse through curated notion setups from the community. What other people. Buy crm website templates from 5. A contact card opens up to a new page with the basic crm template waiting to be filled in.

It turns out you can get pretty close. All created by our global community of independent web designers and developers. Notion has a few built in crm templates and theyre great but weve extended things quite a bit more for our agency. Share your notion set up with the world.

Finally notion can be used as a google sheets or airtable alternative for all things database related. Here are some alternatives and my notion personal crm template link below. The main advantage of creating dedicated databases for the different types of record is that it makes it easy to develop a sophisticated structure. This template replicates the type of structure that youd see in a traditional relational crm eg.

Advanced crm template having worked as a salesforce administrator for a few years i thought id see how much of salesforces core structure i could replicate in notion.