About this template
This CRM template brings organization and efficiency to the heart of your customer relationship management. It is underpinned by three primary databases: DEALS The Deals database is your control center for the sales pipeline, tracking every deal from the initial contact to the closing. Each deal is linked to a specific contact and can be assigned to team members, ensuring alignment and focus across your team. CONTACTS Our Contacts database serves as your comprehensive repository of customer, prospect, and lead information. Beyond storing contact details, it enables you to document interactions, track associated deals and tickets, and ultimately, offers a panoramic view of each customer's journey with your business. TICKETS The Tickets database guarantees no customer query or issue gets lost. This systematic approach lets you log, monitor, and resolve support tickets effectively. It promotes team collaboration and ensures real-time visibility of customer support activities.
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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.
