Basic CRM | Notion

<aside> <img src="/icons/copy_gray.svg" alt="/icons/copy_gray.svg" width="40px" /> Click Duplicate in the top right of Notion ****to copy this template into your Workspace

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<aside> 👇🏼 Access your template

OptiOpp CRM

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<aside> <img src="/icons/arrow-up_gray.svg" alt="/icons/arrow-up_gray.svg" width="40px" /> Upgrade to the Professional CRM

Thanks for downloading the Basic CRM! This template is designed to give you a taste of the possibilities of a Notion CRM.

**I recommend upgrading to the Professional version now if you’re serious about using Notion as your CRM. It will be more difficult to do so once you start entering data and configuring the CRM to meet your needs.

👉** Upgrade to the Professional CRM 👈

https://youtu.be/VjKuWD5n0JA

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<aside> <img src="/icons/book_gray.svg" alt="/icons/book_gray.svg" width="40px" /> Understand how use the Notion CRM 👉🏼

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<aside> <img src="/icons/thumbs-up_gray.svg" alt="/icons/thumbs-up_gray.svg" width="40px" /> Don’t forget to like, subscribe & comment on the video while you’re at it. It helps me continue to create free resources. Thanks!

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<aside> <img src="/icons/calendar-day_gray.svg" alt="/icons/calendar-day_gray.svg" width="40px" /> Need help setting up this template? You can schedule a free consultation below.

👉 Free Consultation 👈

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https://youtu.be/aLsW4WkuAuk

<aside> <img src="/icons/profile_gray.svg" alt="/icons/profile_gray.svg" width="40px" /> Meet the creator, Ben

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My name is Ben Taylor and I’m a certified Salesforce Consultant. I have a lot of experience with CRMs, helping setup or maintain CRMs for 35+ companies in my career. I created this template for businesses who aren't ready to make the financial and time commitment it takes to use the complex CRMs on the market.

If you enjoy this template, it would mean a lot if you could leave a rating.

Follow on the socials below for more great Notion content like this!

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Twiter

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