Notion - Lightweight CRM / Deal Tracker

Easy way to track deals

If you need an easy way to track opportunities, accounts, contacts, and next steps this is for you. This lightweight CRM tracks opportunities from inception through final signatures.

Here's what it tracks:

• Accounts
• Customer Contacts
• Opportunities
• Next Steps
• Notes
• Dashboard showing Focus Opportunities, My Next Steps, Recent Wins, and quick Note entry

Prebuilt Views include:

Opportunities

• Recent Wins
• Focus Opportunities
• Opportunities by Account
• Opportunities closing within 30 days
• Active Deals by Stage (Kanban board style)
• Expected Close Timeline (timeline view)
• All Closed Deals
• All Opportunities

Next Steps

• All Next Steps
• My Next Steps

Notes

• My Notes
• Notes by Opportunity
• All Notes

Opportunities has reference links to the Account, Customer, Next Steps, and Notes table so that all content updates dynamically.

For entrepreneurs, solopreneurs, and established small business this easy to use CRM will keep track of all your active deals. Additionally, notes allow forming a strategy for accounts based on past wins.

Thanks so much

Please leave a review and send any feedback via Twitter @lotofmoderation