Ultimate Finance Tracker

Maker

📌

Hey there! Meet Djokavex, your fellow Notion enthusiast. Exciting news – I've crafted something special just for you: the Simple CRM template. Notion blew my mind a few months back, igniting my creativity. I couldn't resist creating pages and databases to supercharge my productivity. And guess what? I'm now thrilled to share these templates with you! Introducing Simple CRM – the embodiment of simplicity. Drop it into your Notion workspace, and voilà – your personalized CRM is ready to roll. Bid adieu to convoluted systems; I'm all about keeping things straightforward! Here's the scoop: 📁 Centralized Client Haven: No more tool turmoil! Our template carves out a dedicated sanctuary to house all your client info, interactions, and history. It's the organized oasis your workspace deserves. 🚀 One-click magic – effortlessly add new clients! 📅 Seamless Meeting Notes: Elevate your client connections with a button-click. Craft new meeting notes (and update last contact time) in a snap. 🔮 Opportunities Made Easy: Say hello to hassle-free opportunity tracking. With a client-specific button, crafting new opportunities is a breeze. Plus, visualize your current opportunities' progress and potential earnings at a glance. ✨ Focused and Free: No need for a billion features. We've dialed in on the essentials, and here's the kicker – it's completely FREE! Dive in, experiment, and embrace the power of simplicity. Have questions? I'm all ears, ready to guide you through. Let's transform your Notion experience together! 🚀

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2yr ago

Ricardo Luz

Voxme: AI coach, insights, guidance

Organizing client information is essential. How user-friendly is Notion CRM for someone who might be new to CRM systems?

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2yr ago

Djokavex

Ultimate Finance Tracker

Maker

@ricardo_luz It's very user friendly, there is a "add client" button in the home page, then it open-up a new page where you can fill prebuilt fields such as Name, phone number, email, etc... Then inside the client page, you can find a button to create an opportunity or meeting notes. In the same way, inside the opportunity page (automatically associated to the client), you will find fields such as amount, status, etc...

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2yr ago

Narendra Solanki

Congrats on the launch! Your Notion CRM sounds like the organisational tool we've all been waiting for. The promise of seamless client management and never missing contact dates is too good to pass up. Can't wait to try it and elevate my client interactions! Best of luck!

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2yr ago

Djokavex

Ultimate Finance Tracker

Maker

@narendra_solanki Thanks a lot! I hope you will find this tool useful! Don't hesitate to ask me any question or improvement you would like ^^

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2yr ago

Simple CRM

Notion-Powered CRM: Simplify, Organize, Connect

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