Manage your Clients and Project management process in one place.
Manage the Tasks in the Projects, where you can see the Projects progress automatically and you can set the Estimated Value. You can assign your Team members to the Projects and Tasks.
The template includes pre-built pages for managing contacts, projects, and meetings, as well as a calendar view to keep all of your appointments organized.
With customizable pipeline stages, you can easily track the progress of your clients and know exactly where they stand in your sales process.
Take Your Business to the Next Level with this CRM Board
Manage your Clients and Project management process in one place
Pricing
Notion CRM Board for Free
One time payment and get
Lifetime acces and updates.
✓ Manage Clients
✓ Manage Meetings
✓ Easily schedule meetings
✓ Set reminder for the next meeting
✓ Sales pipeline and progress
✓ Manage company data
Notion Ultimate CRM Board
One time payment and get
Lifetime acces and updates.
+ Project Management
+ Projects Status, Progress
+ Task Management
+ Kanban Board
+ Assign Projects and Tasks to team members
+ Estimated Value in Projects
Secure payment via Gumroad
Customers Feedback
Over 9,000 customers and 20,000+ Notion templates delivered worldwide.
