Sales OS
Capture and Manage your Sales in Notion
A kick-ass and aesthetic sales management system that centralizes all your clients, orders & products into your digital workspace.
How does it work?
- Create a contact and organize it by customer, lead, or team
- Import your contacts from Google Contacts or Mailchimp
- Capture and manage your products. Track your sales and make prognostics.
- Manage your client’s orders to never miss a thing.
- Create meetings with your contacts for discovery or follow-up.
- Store your sales assets.
- Create docs, contracts, and notes and manage them in different notebooks.
What's included?
- Home page with guide
- Main dashboard
- All-In-One view of the system
- Contacts
- Orders
- Products
- Sales Weekly Digest
- Meeting System
- Notes System
- 9 Integrations
... and a lot more!
Who will benefit from this?
- Salespeople
- Freelancers
- Start-ups
- Anyone with the need to capture and manage their sales.
FAQs
Does this work with a free Notion account?
- Totally! Just duplicate the theme from the link after your purchase.
How to download the template?
- It’s super easy! Just open the template link, then click "Duplicate" on the top right corner to duplicate it to your workspace. If you're on mobile, click on the 3 dots menu to show the duplicate option.
- 🛑This one is quite heavy so it could take a few minutes to duplicate.
Still, have questions?
- No worries! Contact me in my DMs: Twitter
PS: If purchased, don’t forget to leave a rating :) ⭐⭐⭐⭐⭐
Access
Lifetime
Updates
Included
License
Personal
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