GREEKIM

Agiliza las relaciones con tus clientes con las plantillas para CRM de Notion. La herramienta perfecta para procesos que abarcan desde el seguimiento de clientes potenciales hasta el cierre del trato. Como te permite personalizar la gestión del proceso de ventas, se adapta a las necesidades específicas de tu negocio. Fortalece tu estrategia comercial y cierra más tratos con un sistema de CRM bien organizado y eficiente.

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Impulsa tu proceso de ventas con las plantillas para ventas de Notion. Realiza un seguimiento de clientes potenciales, gestiona las relaciones con los clientes y cierra tratos con mayor eficiencia. Pensada para profesionales y equipos que se esfuerzan por lograr sus objetivos e impulsar el crecimiento.

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Ventas

Controla tu salud financiera con las plantillas para finanzas de Notion. Nuestras herramientas están pensadas para ofrecer una visión integral de tus finanzas, desde la visualización de presupuestos y el monitoreo de gastos hasta tus inversiones. Empodérate y asume el control de tus finanzas con facilidad y transparencia.

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Finanzas

Con contenidos específicos para un espacio de trabajo más eficiente y colaborativo

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Uso profesional

Tu paquete de verano para principiantes

Creado para ayudar a estudiantes a lograr el éxito académico

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Uso educativo

Adopta un estilo de vida más organizado, productivo y satisfactorio

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Uso personal

Notion systems for small service businesses. Clients, sessions, invoices and money in one workspace — with the counting already wired up. No formulas to set up, works on the free plan.

Five linked databases and ten pages that catch the three things teams miss: tasks lost between meetings, teammates quietly overloaded, and projects slipping past deadline. The workload flags run themselves. Runs on the free Notion plan.

Project & Team Dashboard

Type six things and this works out the rest — gross commission, the brokerage split, what you actually take home, who still owes you, and which deadline is about to bite. Eleven linked databases for agents. Runs on the free Notion plan.

Real Estate CRM

Your policies, accounts, subscriptions, documents and wishes in one binder, with renewal dates tracked so nothing lapses. Twelve linked databases and ten hubs, so the people you love never have to search through drawers.

End of Life Planner & Emergency Binder

The coaching CRM that counts your sessions for you. Sell a 10-session package and every screen shows sessions used, sessions left, renewal date and balance owed. Eleven hubs, thirteen databases, no formulas to wire, and it runs on the free Notion plan.

Coaching Business CRM

Nine hubs that answer the question you ask every morning: what is open, what is overdue, who is behind, and what is still unbilled. Invoices, clients, projects and payments in one dashboard that updates itself. Runs on the free Notion plan.

Freelance Invoice & Client Tracker

Every enquiry, session, invoice and gallery deadline in one place. Ten hubs and eleven databases that keep the arithmetic — balances, aging, days until delivery — out of your head. Built for portrait, wedding and family photographers. Runs on the free Notion plan.

Photography Business CRM

Log what happens — a box lands, something sells, a count comes up short — and this works out what is on hand, what is running low, and how many days of stock are left. You never type a stock level after the opening count.

Inventory Tracker

Daily sales, customer purchase history, staff performance, best sellers and brand revenue in one Notion workspace built for small shops. Log a sale once and every dashboard updates. Runs on the free Notion plan.

Retail Sales & Customer CRM

Plan projects, assign tasks, track deadlines and watch team capacity in one workspace — with a timeline, dependencies, a risk and blocker centre, and a personal page for each teammate. Runs on the free Notion plan.

Project Management System

Two lists — clients and sessions — that keep every appointment, note and follow-up in one place. Built for coaches, tutors, photographers and anyone who books time with the same people. Runs on the free Notion plan.

Categorías principales

Enlaces

Todas las plantillas