About this template

Adopt a CRM system that's being used by over 100 companies. Get a 360° view of all of your interaction with your prospects in one place, by viewing their company or contact page. The template includes a dashboard page, which automatically only shows each team member the records that they're assigned to. It can be easily connected to other parts of your workspace like your project management system.

Categories

About this creator

Activate with AI

Use this template with your voice in three easy steps

Turn this template into an AI powered voice assistant.

Capture, organize, and get answers from this template – all with your voice.

Step 1

Create your Free Notis account.

Step 2

Duplicate this template in your Notion workspace.

Step 3

Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.