The Ultimate CRM
BeginnerNavigate Success Seamlessly with... The Ultimate CRM The go-to all-in-one solution for your online business!
Description
Navigate Success Seamlessly with...
The Ultimate CRM
The go-to all-in-one solution for your online business!
What will you get?
Central Dashboard
Ever got lost in the data? A thing of the past!
The clean dashboard will make sure, that you'll never get lost!
Multiple Databases
Calls? Prospects? Customers? Orders?
All are organized in separate databases to keep you on track.
Additionally, the Calendar will take you exactly when something is due!
Finance Tracker (Free)
The latest feature of the new version (2.0).
Never get lost in the figures again.
Keep track of your finances and add new transactions by simply clicking a button!
FAQ
Who is the Ultimate CRM designed for?
This template is designed for aspiring entrepreneurs and startups who want to organize their daily business.
With it's clean and simple overview, there is no way you'll ever get lost in the process!
What is Notion?
Notion is a powerful and flexible all-in-one productivity tool that serves as a digital workspace.
It allows users to create and organize various types of content, including notes, documents, databases, task lists, project boards, and more.
Who am I?
I am Felix, an aspiring Notion-Creator with +1500 followers on Twitter and +3500 sales made on Gumroad.
I have already created and launched various products by utilizing the powerful features of Notion, Gumroad and Producthunt.
Can I share this product with others?
No, the product is for private use only. If you wish to share it with someone, kindly direct them to this page.
Are there refunds?
No, since this is a digital product I won't initiate refunds. This template can be duplicated into your own workspace which is why I can't revoke your access to it once you got your refund.
Am I allowed to ask you questions?
Certainly!
Simply send me a DM on Twitter or shoot me an E-Mail to felix.digitalstash@gmail.com.
Have fun with this template and don't forget to give me some feedback.
If you have any questions, don't hesitate to hit me up in the DMs!
Best regards
Felix
Frequently asked questions (FAQ)
What is a Notion Template?
A Notion template is a published Notion page that can be duplicated. Share the page to your preferred workflows as well as duplicate other processes that you want to employ.
How do i use a Notion Template?
Simply follow these instructions to copy a template:
1. Locate the template you want to duplicate.
2. From the dropdown menu, choose the workspace where you want to clone the template.
3. Select the "Duplicate" button, which is highlighted in blue.
If you are already logged in, the template will be copied in your preferred workspace. If you are not logged in or do not have a Notion account, you will be required to sign in or establish one before continue.
How do i share a Notion Page?
What are some popular Notion integrations?
Notion integrates with various apps and services, including Slack, Google Drive, Zapier, and more. These integrations allow you to enhance Notion's functionality and streamline your workflows.
What is Notion AI and how can I use it?
Notion AI can help you write better, faster, and more creatively by generating, transforming, and summarizing text. You can also use Notion AI to automate simple tasks, such as creating action items, translating languages, or explaining technical terms.
How can I use Notion formulas and databases?
Notion formulas and databases are powerful features that allow you to create custom properties, calculations, and views for your data.
You can use formulas to perform operations on your database properties, such as adding numbers, combining text, or finding the time between two dates.
You can also use databases to store and organize different types of information, such as tasks, notes, projects, or contacts. You can create different views for your databases, such as tables, calendars, boards, or galleries.
Finally, you can also link databases to each other using relations and rollups, which enable you to access and manipulate data across multiple databases.
How can I collaborate with others on Notion?
You can collaborate with anyone you want, and control their level of access and permissions. Here are some ways you can collaborate with others on Notion:
1. Add members to your workspace: Invite teammates, friends, or clients to collaborate on pages. Create groups for easier sharing.
2. Share individual pages: Invite specific people to view, comment, or edit pages. Useful for external collaboration or sharing confidential content.
3. Publish pages to the web: Transform pages into public websites accessible via a link. Enable comments and permit page duplication, ideal for blogs, portfolios, and more.
How can I import and export data to Notion?
You can import and export data to Notion in various formats, such as PDF, HTML, Markdown, CSV, and more.
To import data, you can use the Import button on the left sidebar of any Notion page and choose the file format you want to import from.
To export data, you can use the Export option from the ••• menu on the top right corner of any Notion page and choose the file format you want to export to.
You can also export your entire workspace or include subpages in your export.
