<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b40cafb5-aecc-44a8-a761-faeff12b0664/Wave_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b40cafb5-aecc-44a8-a761-faeff12b0664/Wave_Styled.png" width="40px" /> Thanks for checking out this template.

It replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me.

Relational databases make managing your data and adding to your CRM system over time much easier.

Here's a quick video which illustrates some of the benefits.

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View the template here 👉

Advanced CRM

Features


Mentioned in the video:

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/45dc0209-48d2-4e85-b3f3-f45e21f5a99e/Search_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/45dc0209-48d2-4e85-b3f3-f45e21f5a99e/Search_Styled.png" width="40px" /> Get a 360° view of all of your interaction with your prospects in one place, by viewing their Account or Contact page

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a63375c4-cbfb-4ed2-8d3b-31ba399f2911/Construction_Trowel_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a63375c4-cbfb-4ed2-8d3b-31ba399f2911/Construction_Trowel_Styled.png" width="40px" /> The modular structure makes adding new databases to capture extra information straightforward

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c84413fc-e5f2-41b5-a39c-486b7514c5e7/Hand_Side_View_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c84413fc-e5f2-41b5-a39c-486b7514c5e7/Hand_Side_View_Styled.png" width="40px" /> The personal summary page is automatically filtered to only display each team member's records, for an uncluttered workspace - 🎬 demo

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75005c54-d714-42f9-b9ec-3a10c62b3e75/Lightning_Bolt_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75005c54-d714-42f9-b9ec-3a10c62b3e75/Lightning_Bolt_Styled.png" width="40px" /> Avoid duplicating information like company details when adding new records, thanks to the relational design

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Additional features:

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/12cbdc23-0406-4bb2-920b-462fcbcc488b/Workflows.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/12cbdc23-0406-4bb2-920b-462fcbcc488b/Workflows.png" width="40px" /> Includes a workflow: A dedicated page that's designed to save you time by making creating Teams, Accounts (companies), Contacts (employees), Opportunities (sales) and recording / scheduling Events (meetings) a quick and simple process.

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/5b348e97-de0d-44ed-ab6c-e44797142557/Mind_Map_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/5b348e97-de0d-44ed-ab6c-e44797142557/Mind_Map_Styled.png" width="40px" /> Keep track of sales, clients, contacts and meetings in an integrated system.

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/4c1cc115-bd24-4a54-8860-f6e7b7859640/Cloud_Sync_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/4c1cc115-bd24-4a54-8860-f6e7b7859640/Cloud_Sync_Styled.png" width="40px" /> Update your CRM from anywhere, thanks to Notion's online storage

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/29996183-8a7c-46ce-9ce4-5ad6354fc52f/Product_Bundles_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/29996183-8a7c-46ce-9ce4-5ad6354fc52f/Product_Bundles_Styled.png" width="40px" /> Selling multiple products / services at once? No problem. Use Product Bundles to calculate the total value of the package.

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/be61dae2-befb-4a7f-816e-56163d793a98/Dashboard_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/be61dae2-befb-4a7f-816e-56163d793a98/Dashboard_Styled.png" width="40px" /> See a summary of each team member's performance in the dashboard page, along with your sales last year

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a89f8661-c3a0-4e44-8e4a-7e8914901f5b/Magic_Crystal_Ball_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a89f8661-c3a0-4e44-8e4a-7e8914901f5b/Magic_Crystal_Ball_Styled.png" width="40px" /> Forecast accurately, using a weighted value for each Opportunity, based on the sales stage

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9e1ef6d1-8845-4c09-8c86-a9417818591e/Validation_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9e1ef6d1-8845-4c09-8c86-a9417818591e/Validation_Styled.png" width="40px" /> Check that Opportunities are up to date and not missing key information, in the validation page

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<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/edb1360b-d64a-4a96-84d9-7dece77fdff4/Automated_Advanced_CRM.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/edb1360b-d64a-4a96-84d9-7dece77fdff4/Automated_Advanced_CRM.png" width="40px" /> If you'd like to set up email notifications for your sales process, check out the enhanced Automated Advanced CRM | Notion template

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Notion's COO is a fan too

Notion's COO is a fan too