CRM Dashboard

CRM Dashboard Template – Your All-in-One Relationship Manager 🚀

Manage your entire customer lifecycle in one seamless Notion workspace — whether you're a freelancer, startup, or growing team. This powerful and intuitive CRM system is designed to help you build stronger relationships, close more deals, and stay organized.

💼 What's Inside:

• Companies – Keep track of every company you interact with, including key contacts, industry, notes, and history.
• People – Manage all your clients, leads, and contacts in one place, with links to their related company, deals, and activities.
• Opportunities – Track your sales pipeline from prospecting to closing with clear deal stages and progress indicators.
• Products/Services – Organize your offerings and easily connect them to deals for detailed reporting.
• Deal Line Items – Break down each opportunity into specific products or services, with pricing and quantity for accurate forecasting.
• Projects – Manage post-sale projects or long-term collaborations linked to clients and opportunities.
• Tasks – Stay productive with a task system connected to people, companies, projects, and opportunities.

⚙️ Why You'll Love It:

• Simple, elegant, and fully customizable layout
• Relational databases to keep everything connected
• Easily track progress and follow up with clients
• Perfect for solopreneurs, agencies, consultants & small businesses

Take control of your customer relationships like never before. 🧠📈