Professional CRM
About this template
**Features Overview** Contacts: Manage contact details including names, numbers, emails, and other relevant data. Custom fields can be created based on your specific needs. Accounts: This function allows for account management similar to Salesforce. Track company details and link contacts, deals, and more to each account for comprehensive relationship insights. Opportunities: Oversee sales opportunities at all stages. Customization allows for stage creation, deal value tracking, and recording of key activities. Products: Our CRM tracks products similarly to Salesforce. Opportunity Products track details such as quantities and prices, while Products provide a central location for storing company offerings information. Tasks: Assign tasks, set deadlines, and monitor progress. Tasks can be connected to Contacts, Opportunities, or Accounts. Invoicing: Use Notion for sharing invoices with clients for a collaborative, user-friendly experience. This improves communication and transparency, enhancing client relationships. Campaigns: Organize, track, and analyse marketing initiatives and activities. This helps businesses coordinate strategies and measure the effectiveness and ROI of marketing efforts. Support Cases: Handle and resolve customer inquiries and issues effectively. This function ensures prompt resolution and customer satisfaction by providing a structured approach to documenting and prioritizing support interactions.
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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.