$259.99
Description
Designed for sales teams, Customer Success Managers, and Business Development professionals, this package offers a lightweight CRM solution. It comprises 12 interconnected databases: a Customer/Prospect Database (covering company size, industry, and source); a Contact Information Sheet (including decision-making maps); a Sales Funnel Dashboard (tracking leads, prospects, quotes, and closed deals); Activity Logs (recording calls, emails, and meetings); a Product/Service Catalog; a Quote Generator (linked to product pricing); Contract Approval Workflow Tracking; Order and Shipment Records; Customer Support Tickets; a Renewal Reminder Dashboard; a Competitor Information Repository; and a Sales Goals vs. Achievement Tracker. All templates feature built-in probability weights for sales stages (automatically calculating weighted revenue forecasts) and automatic highlighting of the most recent contact dates. Services include: Upon purchase, your company will receive a *Notion CRM Setup and Maintenance Manual* (English PDF), covering data import/export and field customization. We also offer one complimentary customization of your sales funnel stages: we will adjust the stage names and probability values within the templates to align with your company’s actual sales process. Additionally, the package includes a bonus asset library containing 250 sales-related icons, as well as a “Monthly Sales Review Report” template (which automatically aggregates key metrics). This package is ideal for startups and small sales teams looking to manage customer relationships without the need for complex software.
