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.
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
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.
Scroll through the images in this gallery to see a preview of the template's main features.
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