Automated Advanced CRM | Notion Template

$ 35.00 

This is an enhanced version of my Advanced CRM template, which includes email notifications that are sent via The:Gist and Zapier, see Features below for details.

The Advanced CRM template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me.

Relational databases make managing your data and adding to your CRM system over time much easier.

Buy now


  • Receive a summary of today's upcoming meetings in your inbox each morning

  • Find out when an Opportunity has an overdue close date

  • Get notified when an Opportunity is won or lost

  • Get notified when a new high value Opportunity is added to the pipeline

  • Keep on top of Opportunity's close dates with by receiving notification's when they're less than X days away


No items found.

Walkthrough Video


I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode here.


Template Screenshot

Buy now

Translate This Template

You can translate the databases from this template to your preferred language once you have purchased it, using my template translator.