Bao CRMBao CRM
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Bao CRM

The Notion CRM for freelancers: pipeline, follow-ups and quotes
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The Notion CRM for freelancers: pipeline, follow-ups and quotes

About this agent

Bao CRM turns your Notion workspace into a CRM for freelancers, the self-employed and small businesses. Track prospects in a sales pipeline, see today’s follow-ups on one page, and prepare professional PDF quotes in your currency, checked before you send them. The connection creates four dedicated databases in your workspace: Prospects, Products & services, Quotes and Business. Your data stays in your Notion workspace.

Features

  • Read, insert and update contentCan read, insert and update pages, databases and blocks shared with this connection.
  • View workspace usersReads basic profile details about workspace members and guests.

How to use

Open https://app.baocrm.com.

Click Connect Notion, then allow access to your workspace.

Bao CRM creates its home page and four databases: Prospects, Products & services, Quotes and Business.

Fill in your business details, add a prospect and prepare your first quote.

If you already entered data on your device, copy it to Notion from Settings.

Details

Made by
Category
  • Productivity
  • Sales
Developer links
All third-party trademarks (including logos and icons) referenced herein are the property of their respective owners. Unless specifically designated as Made by Notion, connections are not supported or maintained by Notion. The third-party products or services that connections connect to are Non-Notion Applications (as defined in Notion’s Master Subscription Agreement or Personal Terms of Use, as applicable). By enabling any connection or otherwise using the Notion Connection Gallery, you agree to Notion’s Connection Gallery Terms.