All-in-One Sales CRM

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Important: Do not delete this page—it serves as the main storage location for all databases.

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System Menu:

Pages

Template

Sales Activities Checklist

Databases

Contacts

Product & Services

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👋 Welcome to your Sales CRM template!

This Notion template is designed to help small teams, freelancers, and entrepreneurs track leads, manage contacts, monitor deals, and stay on top of your sales pipeline — all in one place.

🔧 How to Use This CRM

Start with the Contacts database

→ Delete all demo records in Contacts

→ Add new leads with key info like stage, deal value, and last contacted.
Use the Sales Activities Checklist

→ Inside each contact page, click the “Add Sales Checklist” button to follow up step-by-step.
Check the CRM Dashboard

→ Visualize upcoming follow-ups, your active deals, and team performance.
Track Products & Services

→ Use this to tag which offerings each lead is interested in.
Review Reports

→ See total deal value, win/loss breakdown, and open opportunities.

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💌 Love this template?

I create effective, clean, and structured Notion templates to help you work better. If this template made your life a little easier, you can support my work with a coffee ☕. Your support helps me keep building more cool stuff for free. Thanks for the love! 🙌

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License & Usage Terms

This template is protected by copyright. By using, you agree to the terms below.

✅ You Can:

Duplicate and use this template for your personal or business operations.

Customize it to suit your needs.

❌ You Cannot:

Resell, redistribute, or share this template (original or modified).

Claim it as your own work or use it to create competing products.

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