GREEKIM

NotionのCRMテンプレートで、顧客関係を効率化しましょう。リード管理をして成約につなげるために綿密に設計されており、独自のビジネスニーズに合うように営業パイプラインをカスタマイズできます。整理され効率的なCRMシステムで営業戦略を強化し、さらに多くの成約につなげましょう。

grid-wide-six

Notionの営業テンプレートで営業プロセスを強化しましょう。リードや顧客関係を管理し、より効率的に契約を成立させましょう。目標達成と成長促進に全力で取り組む、営業のプロフェッショナルやチーム向けに設計されています。

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営業

Notionの財務テンプレートで、財務の健全性を確保しましょう。予算の可視化から経費の管理、投資の監視まで、財務に関する包括的な概要を把握できるように設計されています。これらのテンプレートを使えば、簡単かつ明確に財務を管理できます。

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ファイナンス

ワークスペースでの最適な効率と共同作業を実現するために厳選

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仕事

夏のスターターパック

学業の成功を後押しするツール

学生のニーズに合わせて作られた、学業の成功のためのテンプレート

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学校

情報が整理された、生産性の高い充実したライフスタイルを構築

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暮らし

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.

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