CRM Tracker

Simple yet powerful Notion CRM. Capture leads, track referrals, create proposals: win clients.
Über diese Vorlage

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

Kategorien
Support

Mehr von Sam Bird

11 Vorlagen durchsuchen
Eine Vorlagenvorschau für Client Portal
Eine Vorlagenvorschau für Agency System
Eine Vorlagenvorschau für Company Wiki

Weitere ähnliche Vorlagen

Zugehörige Inhalte

Hilfe-Center besuchen

Powered by Fruition