About this template

It's a lightweight CRM that allows you to track leads, accounts, and opportunities without having to purchase an expensive solution. Great for small companies or teams within large companies that don't want to use a large, clunky CRM.

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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.

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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.