Company
Date Published
Author
Nicole Replogle
Word count
1904
Language
English
Hacker News points
None

Summary

As a freelancer, I use Notion as my customer relationship management (CRM) tool to track leads and store client information. My CRM template is customizable and includes features such as adding new prospects quickly, tracking touchpoints and action dates along the sales funnel, storing client information like style guides and contract terms, and providing analytics like conversion rates and average time spent per project. The dashboard has a navigation panel with views for the Client Funnel, Prospects, Current Clients, All Contacts, and Archive pages. I also use automation tools like Zapier to connect Notion with other apps and streamline workflows. This template is designed to be flexible and customizable to suit individual business needs.