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
Notion CRM Board for Free
One time payment and get
Lifetime acces and updates.
Free
✓ 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.
$15
+ Project Management
+ Projects Status, Progress
+ Task Management
+ Kanban Board
+ Estimated Value in Projects
✓ Lifetime access & updates
✓ Guide
✓ Customizable and easy-to-use
✓ 5 Star Ratings on Gumroad
Access to all current and future Notion templates
One time payment and get lifetime access to current and future Notion templates.
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✓ 17 Premium templates
✓ Lifetime access to current templates
✓ Lifetime access to new templates
✓ Unlimited access and downloads
✓ Over $500+ value
✓ Bonus 16 Simple Templates
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