Lightweight CRM, Task & Project Management Toolkit
This is a lightweight and agile CRM, sales tasks, and project management toolkit
This is a lightweight and agile CRM, sales tasks, and project management toolkit built with Notion and designed for small businesses (5 dynamic and easy-to-use templates).
Simply manage your contacts in one place, nurture them from leads to customers through your sales pipeline, and manage sales-related tasks to streamline your sales process.
Then when leads convert into customers, begin managing customer projects all within on dashboard interface.
How does it work?
- Purchase the digital product.
- Download the PDF and click the link inside.
- Duplicate the page to your own Notion workspace or simply bookmark it.
- Access the lightweight CRM, Task & Project Management Toolkit and streamline your sales and day-to-day tasks!
All I ask is please leave a genuine review once downloaded or just leave a quick star rating so we can collectively reach more small business owners.
This is a dynamic template built with Notion, it's easy to use and does not require a Notion account.
What's included?
✓ Notion template (You just need a free Notion account).
✓ 5 dynamic and customizable views (Table View - Contacts, Kanban View - Sales Pipeline, Table View - Pipeline Tasks, Calendar View, and Table View - Client Projects).
✓ PDF instructions on how to use the template.
✓ Video tutorial on how to use this template.
What types of business is this template ideal for?
This Notion template is ideal for all types of small businesses, in particular:
✓ Agencies.
✓ Personal brands.
✓ Service-based businesses.
✓ Content-driven businesses.
✓ Consultants.
✓ Construction.
✓ Restaurants & cafes.
✓ Accommodation (Hotels, motels, hostels).
✓ And more.
How does it work?
After your purchase has been completed, you will receive easy-to-follow instructions for accessing this template and all of its assets.
All I ask is please leave a genuine review once downloaded or just leave a quick star rating so we can collectively reach more small business owners.
Easy-to-use CRM, Task & Project Management Toolkit for Small Biz