Minimalist Business CRM
About this template
Key Features: Basic CRM System: Lay the foundation for effective customer relationship management. Pipeline Management System: Organize and visualize your business processes with an efficient pipeline management system. Quick Add Module for Important Client, Contact, Company, and Notes: Easily add crucial information for clients, contacts, companies, and notes with a quick and convenient module. Contact Management: Efficiently manage and organize your contacts for better communication and relationship tracking. Companies Management: Keep your company details in order, allowing for seamless organization and tracking. Notes Management: Centralize and manage your notes, ensuring important details are readily accessible.
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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
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.
