Crystal's Ultimate Sales CRM (Personal)
About this template
Close More Deals with Our All-in-One CRM
🚀 Focus on Pipeline Status and Interaction History
Keep your sales team laser-focused on closing deals. Track every lead's progress and interactions effortlessly.
☝️ All-in-One CRM Solution
Say goodbye to scattered information. Manage customer relationships, tasks, meetings and meeting notes, in one powerful Notion template. No more switching between tools.
⭐️ Seamless Integration with Notion's Relational Databases
Experience a seamless workflow with interconnected system pages. Our Sales Pipeline, Task Manager, and Meeting Tracker are linked as database properties so that you don't have to refer back and forth to what you're working on.
🙏 Simple and Easy to Use
Decrease lag time and boost productivity. Our user-friendly design ensures you spend less time loading pages and navigating , which means more time selling.
Product Features
Pipeline Management
Interaction History
Task Management Tool
Meeting Tracker with Calendar
Calendar integration to Notion Calendar
Contact List
Company List
Real-Time Updates
Archive Feature
Comprehensive Template Guide
Customer Support
Who is this CRM for?
Solopreneurs with Sales/Outreach Functions:
Designed for individuals who manage their own sales processes, outreach, and client relationships.
Streamline and organize tasks, meetings, and follow-ups.
Ideal for freelancers, consultants, agents and small business owners who need to keep track of their sales pipeline and client interactions efficiently.
If you have any queries regarding this template, please do not hesitate to reach out via email at crystalsnotion@gmail.com. We are more than happy to hear about your queries/ feedback and will continue to improve our templates to serve your business needs.
