I lost out on a $5,000 deal once because I forgot a follow‑up. That taught me I needed a better system to manage clients and sales in Notion. In this video I show you how I use a Notion Business CRM template to keep track of companies, contacts, deal value, and where each lead is in the pipeline. You’ll see how the sales pipeline template works visually by dragging deals through stages, using priority levels, logging notes after meetings, and estimating close dates. Everything is organized so I can see which opportunities are active and which ones need my attention.
✦ Resources ✦
Notion Business CRM Tracker (Template) :
LiFE RPG; Gamify Your Success, Level up in LiFE
✦ My Links ✦
Try Notion AI: Make you docs simple.
✦ Contact ✦
contact@heyalbert.co
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