Sales CRM Notion Template

Simplify your sales process and close more deals

In sales, there's only one thing we all need to remember, ABC

Always

Be

Closing

That's why this template is built for closers, to help you visualize the sales flow, analyze closed deals, and manage your contacts and follow-ups.

The Sales CRM Notion template is a complete solution to manage your sales pipeline and boost your productivity. Designed specifically for sales professionals and entrepreneurs, it includes all the features you need to manage your sales process, from prospecting to closing deals.

Sales CRM is for you if you want to...

✅ Keep track of your leads and customers in one place, with all the relevant information at your fingertips

With the Opportunities page, you can have a clear overview of all potential deals that are in the funnel.

✅ Track your sales pipeline and get a clear view of your progress at a glance

Using the Dashboard and the Team dashboard pages, you can quickly see the stages of your deals, how your salespeople are doing, and how many deals you've closed grouped by the week, month, and year.

✅ Set follow-up reminders, so you never miss an opportunity to close a deal

Follow-ups are a big deal, it's the cornerstone of every good salesperson. This template is going to show you contacts that you haven't contacted in the last 6 months and the last 1 month, so you can send them a follow-up.

✅ Analyze your sales data and identify trends to make data-driven decisions

Analytics is really important with sales, and as I've mentioned the dashboards and the follow-up features, it's so easy to have everything in one place.

✅ Customize the template to fit your specific needs and workflow

We all know that a sales process can differ from company to company, so I've left room for you to customize this template the way it suits you the best and to make it your own.

Click "I want this!" to get your template now!

What's inside?

• Dashboard

• Team

• Opportunities

• Accounts

• Contacts

• Events

• Products

• Orders

Frequently Asked Questions

1. In which order should I add the data? You can start by adding all your accounts and adding the necessary inside the pages for those accounts. Afterward, you can add contacts for those accounts and opportunities. Lastly, you can add events that happened, for example, Intro calls, Demos, or Contract negotiations. Also, don’t forget to add your products and make sure to adjust the Product database when adding your products.
2. Is this template easy to use? Yes, the Sales CRM Notion template is designed to be easy to use, and you can get started in minutes.
3. Can I customize the template to fit my business needs? Absolutely! The template is fully customizable, so you can adapt it to your specific business needs and workflow.
4. Can I get a refund? Of course, this product has a 30-day money-back guarantee. You just need to provide good feedback and your money will be refunded
5. Can I become an affiliate? Of course, here's the link
6. Will this template help me boost my sales productivity? Yes, the Sales CRM Notion template is specifically designed to help you maximize your sales productivity by streamlining your sales process and providing you with the tools you need to manage your sales pipeline efficiently.