정보
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.
기능
- 콘텐츠 읽기, 삽입 및 업데이트이 연결과 공유된 페이지, 데이터베이스, 블록을 읽기, 삽입 및 업데이트 수 있습니다.
- 워크스페이스 사용자 보기워크스페이스 멤버와 게스트에 대한 기본 프로필 상세정보를 읽습니다.
사용 방법
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.
