Company CRM

Hey Producthunters! I’m Notion Glitch, the creator of Company CRM! I am super excited to introduce my new product to all of you! Company CRM solves the issue of fragmented customer relationship management by providing an integrated platform for tracking interactions, managing sales, and enhancing client relations. It's packed with features to customize sales pipelines, manage tasks, and more. From auto-follow-up reminders to a star rating system, every aspect is crafted for an intuitive user experience. My vision with this template is to empower businesses, small and medium, to manage their operations seamlessly, making relationship management as rewarding as the business outcomes it drives. I can't wait for you all to dive in and explore what the Company CRM has to offer. All-in-one Company CRM 1. Sales Pipeline Customization: Design your sales stages to match your distinctive process and effortlessly navigate prospects through every phase. Benefit from an auto-add follow-up reminder, ensuring you're always proactive in maintaining client engagement. 2. Task Management Efficiency: Centralize all your tasks and goals, making certain every team member remains focused and delivers on time. Enhanced with due date reminders and the capability to assign tasks to specific team members. 3. Interaction Tracker: Stay ahead in your client relations. Track every piece of communication, from emails to calls and meetings. Plus, with the auto-add follow-up reminder, never miss an opportunity to reconnect. 4. Offer Management: Formulate and streamline your proposals, guaranteeing alignment with both your and your client's visions. This feature acts as a hub, allowing users to manage both their products and services collectively. 5. Revenue Projections: Utilize real-time tracking to forecast and gauge your incoming revenue, facilitating smarter, data-driven decisions. Dive deeper to calculate which clients bring in the most revenue and automatically label them as VIP for special attention. 6. Contact Management: Archive an endless array of contact details, guaranteeing quick access to critical information whenever needed. Elevate your relations with an added friendly star rating system. 7. Company Management: Efficiently organize details of all associated firms, crafting a resourceful directory that expands with your connections. Further enhanced with an automatic VIP status feature to recognize high-value associates. I’ll be on here the entire day, so feel free to share your thoughts or questions below.

Congrats @notionglitch It will be a great platform for tracking interactions and managing sales.

Congrats! We're using Notion as a CRM as well. Your template looks very comfortable. As you mentioned your product can project future revenue, how can I do that? I don't think Notion has complex calculation features.