Advanced CRM | Notion Template

Quick Actions

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Sales

Companies

Contacts

Communication

Line Items

Catalog

Includes database page layouts, using Notion’s new Layouts functionality
Set the name of your Sales using a specific naming convention - Company name + Close Date year in the example automation. The automation will automatically update the name if the company or Close Date are edited
The Page Created automation on the Sales database automatically removes linked Communication and Line Item pages from duplicated Opportunities so that you start from a blank slate
The Closed Lost Opportunity automation reminds you to record the reason why the Opportunity was lost </aside>
Quickly create new entries in the Sales database from Communication pages, using the Is Qualified button
Quickly schedule follow ups during the sales process from Sales pages, using the Schedule Follow Up button

Configuration

Convert the Value property in the sales database if you don’t need to use the catalog and line items databases
Adjust the probability percentages in the sales database based on your typical conversion rate at each stage of the sales process
Update the Closed Won and Closed Lost automations on the Sales database, to notify the team manager when a sale is won or lost

Process

Manage leads in your Contacts database and only create Companies and Sales entries for them once you have confirmed that they could use your product / service (they have been qualified), to save time
Use the floating table of contents on the right hand side of the screen to quickly navigate to different sections of your CRM or store database views inside toggle blocks, to make navigating the page easier

Integrations

Connect your communication database with your calendar and email account to sync meetings and emails into Notion and link them to contacts, companies and sales
Connect your Sales and Line Items databases to PayPal / Stripe / PandaDoc to generate invoices from automations

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