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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Use this template with your voice in three easy steps

Turn this template into an AI powered voice assistant.

Capture, organize, and get answers from this template – all with your voice.

Step 1

Create your Free Notis account.

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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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Or you'd rather have it

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for free?

Launch our AI Template Creator