关于
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.
功能
- 读取、插入和更新内容可以读取、插入和更新与此连接共享的页面、数据库和区块。
- 查看工作空间用户读取有关工作空间成员和访客的基本档案详细信息。
如何使用
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.
