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

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.

Tính năng

  • Đọc, chèn và cập nhật nội dungCó thể đọc, chèn và cập nhật các trang, cơ sở dữ liệu và thành phần nội dung được chia sẻ với kết nối này.
  • Xem người dùng trong không gian làm việcĐọc thông tin hồ sơ cơ bản của thành viên và khách trong không gian làm việc.

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
  • Năng suất
  • Bán hàng
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