About this template

Boost Your Client Management Efficiency with this Notion CRM Template! Manage your Clients and Meetings in one place. This Notion CRM template is designed to help you manage your clients, meetings, and company data with ease. With customizable pipeline stages, you can easily track the progress of your clients and know exactly where they stand in your sales process. Manage Companies, Clients and Meetings easily in one place, you can set reminder to follow up your clients. You can see simple when you will have meetings in daily view and monthly view. - With our Notion CRM template, you can: - Track and manage all client information in one place - Easily schedule and keep track of meetings - Set reminder for the next meeting, follow up your clients - Visualize your sales pipeline and progress - Manage company data with ease Try our Notion CRM template today and take your client management process to the next level!

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How to use this template with A.I

Delegate this template to NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.

4

Make sure the template appears in your synced database and is activated.

Make it your own

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

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