簡介
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
- 讀取、插入和更新內容可以讀取、插入和更新此連接共享的頁面、資料庫和區塊。
- 查看工作空間使用者讀取工作空間成員與訪客的基本個人檔案詳細資料。
使用方式
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.
