Professional CRM
![This Professional CRM (Customer Relationship Management) system for Notion takes inspiration from the data model of Salesforce and aims to provide a comprehensive solution for managing customer interactions and improving sales processes.](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/29764431-1e75-46ed-8066-6f2e1b72bab2/1712507776603/desktop.jpg)
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**Features Overview**
Contacts: Manage contact details including names, numbers, emails, and other relevant data. Custom fields can be created based on your specific needs.
Accounts: This function allows for account management similar to Salesforce. Track company details and link contacts, deals, and more to each account for comprehensive relationship insights.
Opportunities: Oversee sales opportunities at all stages. Customization allows for stage creation, deal value tracking, and recording of key activities.
Products: Our CRM tracks products similarly to Salesforce. Opportunity Products track details such as quantities and prices, while Products provide a central location for storing company offerings information.
Tasks: Assign tasks, set deadlines, and monitor progress. Tasks can be connected to Contacts, Opportunities, or Accounts.
Invoicing: Use Notion for sharing invoices with clients for a collaborative, user-friendly experience. This improves communication and transparency, enhancing client relationships.
Campaigns: Organize, track, and analyse marketing initiatives and activities. This helps businesses coordinate strategies and measure the effectiveness and ROI of marketing efforts.
Support Cases: Handle and resolve customer inquiries and issues effectively. This function ensures prompt resolution and customer satisfaction by providing a structured approach to documenting and prioritizing support interactions.