Simple CRM

Manage your client relationships and track sales opportunities effortlessly with this Simple CRM built in Notion. Whether you’re a freelancer, small business owner, or sales professional, this intuitive template helps you organize contacts and follow up at every stage of your pipeline.

🔗 Want even more tools to crush your goals?

Introducing: Habit Tracker Hub

Take your habit tracking to the next level with a comprehensive solution:

• Advanced progress dashboards
• Weekly, monthly, and quarterly analysis
• Fully customizable for personal and professional goals

Key Features:

• Contact Management: Keep track of prospects, leads, and clients, organized by status (e.g., Prospect, Lead, Client).
• Sales Pipeline: Monitor the progress of each deal with stages like Discovery Call, Strategy Call, and Client conversion, complete with associated deal values.
• Easy Navigation: A clean and simple interface allows you to track and update information at each stage, ensuring you never miss a follow-up.
• Company Overview: Keep important company details and information in one place for easy access.

Perfect for individuals or small teams looking to streamline their CRM process without complicated tools.