CRM Pro

Description

CRM Pro is a clean, powerful Notion template for managing contacts, companies, deals, tasks, and meetings in one place. Designed for simplicity and efficiency, it helps you stay organized, track opportunities, and keep your business moving forward - without the clutter.

CRM Pro is a fully customizable Notion template built for entrepreneurs, sales teams and small businesses who want to manage their customer relationships in a smarter way. Whether you’re managing a handful of clients or building a sales pipeline from scratch CRM Pro gives you the clarity and control to work smarter, not harder.

Key Features

• Contacts Database
  Store and organize all your clients, leads, and prospects with essential details and quick search.

• Companies Database
  Keep company profiles with industry, size, location, and connected contacts.

• Deals (Opportunities)
  Track each deal from prospect to closed, with stages and expected close dates.

• Tasks & Meetings
  Manage follow-ups, deadlines, and events in a single workflow.

• Invoices & Proposals
  Record and organize important business documents.

• Segmentation
  Filter and group contacts for targeted outreach.

• Reporting Dashboard
  See KPIs and sales metrics at a glance.

• Data Cleaning View
  Identify incomplete records to keep your CRM data up to date.