Profile PictureMarco Elizalde

Ultimate Business CRM

Marco Elizalde
46 ratings

Are you looking to take control of your business workflow like never before? Welcome to the Ultimate Business CRM Template for Notion - your comprehensive hub for enhanced productivity, superior organization, and streamlined business management! ๐ŸŒ

This game-changing tool is designed specifically with Freelancers, Solopreneurs, Content Creators, and Entrepreneurs in mind. It's set to revolutionize your daily operations, leaving you more time to focus on what truly matters - growing your business. ๐Ÿ’ผ

Here's what the Ultimate Business CRM Template for Notion can do for you:

1๏ธโƒฃ Dynamic Dashboard: Get a bird's eye view of your projects, tasks, and contacts. Manage your leads, prospects, and won deals in one space with an intuitive Kanban layout. ๐Ÿ–ฅ๏ธ

2๏ธโƒฃ Efficient Contact Management: Keep track of all your professional contacts - from clients to suppliers. Monitor their progress, from lead to conversion, while keeping relevant notes and related tasks within reach. ๐Ÿ“‡

3๏ธโƒฃ Company Tracker: Document the companies you work with, including contacts within each, and effortlessly manage related projects. ๐Ÿข

4๏ธโƒฃ Project Mastermind: From a task-oriented calendar to a detailed project layout, handle all aspects of your projects like a pro! View project status, related contacts, and tasks in a single glance. ๐Ÿ“†๐ŸŽฏ

5๏ธโƒฃ Note Nook: Never lose track of important points. Capture, organize, and link notes to meetings, tasks, and contacts. Powered with AI for easy note summary. ๐Ÿ—’๏ธ

6๏ธโƒฃ Meeting Manager: Schedule and organize meetings with a built-in calendar and link associated notes, projects, and contacts effortlessly. ๐Ÿ“…

And that's not all! This template is your ultimate ticket to a more organized, efficient, and successful business venture. It's not just a tool - it's a game changer. Let the Ultimate Business Template for Notion take your business to the next level. Act fast and get your hands on the Ultimate Business CRM today! ๐Ÿš€



  • How to download the template?
    Open the template link and click "Duplicate" in the top right corner to duplicate it to your workspace.
  • Does this work on the free version of Notion?
    Yes, all you need is a free account plan.
  • Is it permissible to share this with others?
    I'm afraid not. This product comes with a personal use license. If you know someone who might benefit from it, kindly refer them to this page.
  • May I reach out with some questions?
    Absolutely! I'm always available for a conversation and am responsive to DMs across all my social platforms. You can expect a reply within a few hours, so don't hesitate to get in touch!
  • Can I be your affiliate?
    Sure thing! You can sign up as an affiliate here.

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Fast-track your business success with early access to the Ultimate Business CRM

Main Dashboard ๐Ÿ‘ฉโ€๐Ÿ’ป
Contacts ๐Ÿค
Companies ๐Ÿข
Projects ๐Ÿ—‚๏ธ
Notes ๐Ÿ“
Meetings ๐Ÿ“†


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Ultimate Business CRM

46 ratings
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