About this template

Streamline Your Sales Process: The All-in-One CRM OS Struggling to manage your sales pipeline, contacts, and documents? Introducing CRM OS, the all-in-one Notion template designed to supercharge your sales game. Stay organized, and close deals faster – all within the familiar and flexible Notion environment. Visualize Your Sales Pipeline: Track every lead's progress from initial contact to closing with a clear and customizable pipeline view. Never miss a step again! Centralized Company & Contact Management: Store all your essential customer information in one place. Say goodbye to scattered spreadsheets and hello to efficient contact management. Effortless Meetings & Documents Tracking: Schedule meetings, take notes, and keep track of important documents CRM OS helps you to: Increase Sales Efficiency: Focus on closing deals, not data entry. Streamline your workflow and save time with a centralized system. Improve Collaboration: Share customer information and track progress seamlessly with your sales team. Gain Valuable Insights: Analyze your pipeline and identify areas for improvement to optimize your sales strategy. Ready to take your sales to the next level? Get started with CRM OS today!

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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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Or you'd rather have it

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Not finding what your searching for? Or you'd rather have it

for free?