Business CRM

23 ratings

Hey there
I built an entire business CRM to help
helps individuals and companies stay connected to customers, streamline processes, and improve profitability.



With this template you can also personalize interactions with the customer to solve issues and keep them satisfied and in turn build stronger relationships with them and grow your business faster.

Here’s what it’s included in it


1. Centralised Data Management: Easily centralise and access customer information, interactions, and transactions in one location

2. Customer Relationship Enhancement: Personalise interactions and understand customer needs to foster stronger relationship

3. Efficient Task and project management: Streamline processes and view tasks and related projects boost operational efficiency.

4. Sales and client pipeline Management: Manage leads and nurture relationships to drive sales and increase revenue.

5.Scalability and Growth Support: Scale operations effectively to meet increasing customer demands and facilitate business growth.


If you're struggling with;

  • Messy, Decentralized Data.
  • Irregular Workflows.
  • Lackluster Customer Service.
  • Inaccurate Sales Forecasting.
  • Lead tracking and management Work Productivity.
  • Bad Customer Communication.
  • Little to No Sales and Marketing Collaboration

Then this template is perfect for you.

$
I want this!

This simple but highly effective tool helps with contact management, sales management, agent productivity, and more. With 4 databases inter-connected to manage projects, tasks and interaction with clients all in one workspace.

Does this work on a free version of notion ?
yes, all you need is a free account plan
how to download the template
open the duplicate link, then click "duplicate" on the topright corner to duplicate it to your workspace
still have questions ?
send your feedback or queries to me on twitter @SremmlifeK
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(23 ratings)
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Business CRM

23 ratings
I want this!