Simple CRM
About this template
What's Included:
Deals
Monitor and manage deals throughout their lifecycle. You can create custom stages, track deal values, and record key activities associated with each deal. This helps you analyze sales pipelines and make informed decisions to maximize your revenue.
Companies
Track details such as company names, your relationship with the company, size, and any other relevant information. Additionally, you can link contacts, deals, and more to their respective companies for a holistic view of the relationship.
Contacts
Store and organize contact information, including names, phone numbers, email addresses, and additional details relevant to your business. You can create custom fields to capture specific data points based on your requirements.
Projects & Tasks
Projects offer a centralized workspace where users can manage tasks, documents, and discussions efficiently to enhance productivity and collaboration. By providing visibility into project progress and fostering transparency, projects and tasks empower individuals and teams to achieve their goals effectively.
OKRs
OKRs (Objective and Key Results) provide a structured framework for setting and measuring goals within organizations. Objectives define what needs to be achieved, while Key Results quantify the progress towards those objectives. This framework encourages alignment, focus, and transparency across teams and departments. By fostering clarity of purpose and accountability, OKRs help drive strategic initiatives and track progress towards overarching goals.
Notes & Files
Easily create notes and files and tie them contacts, deals, and companies so that other team members or yourself can reference important context moving forward.
About Me
My name is Ben Taylor and I’m a certified Salesforce and Notion Consultant. I have a lot of experience with CRMs, helping setup or maintain CRMs for 50+ companies in my career. My Notion CRMs are being used 7,000+ companies and that number grows daily. I created this template for businesses who aren't ready to make the financial and time commitment it takes to use the complex CRMs on the market.
