CRM PRO

Are you struggling to keep track of clients, deals, tasks, and company details? Say goodbye to messy workflows and hello to CRM Pro, the advanced Notion CRM system designed to streamline your business operations .

CRM Pro is more than just a template—it’s your all-in-one solution for managing:

• Clients : Organize leads, prospects, and won clients effortlessly with a Kanban view
• Opportunities : Track deals by stage (Prospecting, Negotiating, Closed Won) and monitor their progress with visual progress bars.
• Companies : Manage company details, lead sources, and relationships in a clean table view
• Tasks: Stay on top of deadlines and focus on what matters most with quick task creation

What Makes CRM Pro Special?

• Quick Action Buttons: Add new clients, tasks, or deals with one click
• Advanced Dashboard: Get an overview of your total revenue, clients, and opportunities in a beautifully designed dashboard with progress bars and next-due tasks.
• Fully Linked Databases: Automatically connect clients, companies, and deals for seamless tracking
• Customizable: Tailor it to your workflow, whether you're a freelancer, small business owner, or part of a growing team.