Startup Sales CRM
About this template
This is a simple CRM for startup I made when I wasn’t able to find anything good online. I was looking for something dead-simple where I could upload recorded calls and filter by timeline so that the engineering team can see when the next demo or proof-of-concept kick-off is, and build the relevant features accordingly. This CRM is best if you’re very early and have a quick iteration process where sales tests hypotheses on discovery calls and engineering builds MVPs based on customers’ needs.
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About this creator
More by Philippe Noël
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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.
