CRM Notion Template

One place to manage all the data related to your clients

Workflow CRM is the ultimate bundle of Notion templates for anyone looking for an easy and effective way to manage their client-related data. Workflow helps you organize your client information and keep track of important details such as new clients, communication history, and opportunities. Whether you're running an agency or working as a solopreneur or freelancer, Workflow CRM is an ideal solution for your client management needs. On top of that, with comprehensive guidelines and extensive support, you’ll have no trouble streamlining your client management.

Contacts & Clients

• Keep track of all your contacts and companies in one place, making it easy to find the information you need quickly and efficiently
• Easily manage general information about your contacts, ensuring that you have accurate and up-to-date details at all times
• Stay on top of your follow-ups with reminders for contact dates, so you can nurture your relationships effectively and never miss an opportunity to connect with someone important

Opportunity Management

• Easily organize your opportunities to stay on top of your sales game
• Know the potential value of each opportunity and prioritize the most promising ones first to maximize your profits
• Streamline your sales process by creating a pipeline so you can focus on nurturing your relationships
• Keep track of your follow-ups and pending opportunities, so you never miss out on a potential sale
• Get valuable insights from analytics on your won opportunities to see how much revenue you've generated over time

Sales meetings

• Save time and improve sales meeting success by keeping all client interactions in one organized place for easy reference
• Streamlined communication ensures everyone is on the same page and saves valuable sales time
• Customizable workflows allow businesses to tailor to their specific needs, resulting in more productive sales meetings and progress toward sales goals

Contracts & Invoices

• Keep all your documents and signatures in one place, making it easy to access and review
• Automatically calculate outstanding amounts based on paid invoices, so you can stay on top of your finances
• Keep track of the status and next steps for each invoice, so you can quickly see which ones need your attention
• Set reminders for send dates, ensuring you never miss a deadline
• Automatically calculate due dates and manage overdue invoices, reducing the time and effort it takes to manage your finances

Workflow

You can easily find similar templates somewhere else since it's not that much rocket science, but the main part of this one is the Workflow around all these pages and databases. Here you will find detailed descriptions, best practices, and tips for using the templates which will help you to streamline your processes in the most effective way.

What's in it for you?

• CRM home page with databases and navigation through the whole system
• Contacts & Clients pages
• Opportunities page
• Sales Meetings page
• Contracts page
• Invoices page
• Detailed guidelines and workflow descriptions to help you quickly get up to speed with the full functionality of the template

FAQs

• Why Notion?
  
  Over the past few years, Notion has proven to be one of the best no-code platforms for data management providing a nice minimalistic design and solid functionality. Its beauty lies in easiness to get up to speed in the beginning combined with various opportunities for advanced usage.
• What is a Notion template?
  
  Notion template is a pre-built page that can be duplicated and used fully without additional settings.
• How do I start using the template?
  
  You can easily copy it to your own Notion workspace — press the Duplicate button in the top right corner. So you just take it and use it in the way we created it, while still having the possibility to customize it for your own case.
• Do I need to pay for Notion?
  
  No, it offers a great free plan which is more than enough for the beginning of your journey with Notion.
• Any other questions?
  
  Don't hesitate to reach out at workflow@scal.io — we're always happy to help!