Advanced CRM

Name: Advanced CRM
Brand: aNotioneer
Price: 27 USD
Availability: InStock
Rating: 5 (2 reviews)

Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). It includes separate but connected databases for sales, companies, people, meetings and products. This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.

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Overview

Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple).
It includes separate but connected databases for sales, companies, people, meetings and products.
This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.
You can see a preview of this template here.

How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.