CRM Tracker
![Simple yet powerful Notion CRM. Capture leads, track referrals, create proposals: win clients.](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/1c99e81f-9c94-4b5a-b078-789e41fdc275/desktop.png)
About this template
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.