The Supreme CRM is a free Notion-based for small companies. Its an all-in-one customer relationship solution that enhances your efficiency and elevates your work enabling you to focus on growing and enhancing your business because that is what truly matters.
Supreme CRM boasts of a very simple and intuitive design that anyone can adapt to very easily without any steep learning curve. Its easy integration with other Notion pages and databases transforms your customer relationship management without any significant effort for businesses of all sizes. All that you need to do is login to your Notion account, duplicate the Supreme CRM template in your workspace and get going.
Key Features:
Centralized Contacts Hub: You can store all your contacts, leads, customers and more in one specific organized workspace and easily update the records in real time. Also, you can quickly search and filter them for fast access.
Dynamic Sales Pipeline: Supreme CRM allows you to visualize your sales funnel using a drag and drop Kanban board. Using this, you can track opportunities, manage all your tasks as well as updates the statuses without any effort.
Real-Time Collaboration: Since, this is a Notion-based CRM, you can invite your team members and others to collaborate on notes, tasks and pipelines.
Customizable Fields: You can tailor the template to suit your business needs by adding custom fields, tags and more to capture all the relevant information that is required.
How it Works:
1. Click on this link to navigate to The Supreme CRM template from Notion. Ensure that you have logged in to your Notion account and click on the ‘Duplicate’ button at the top right to duplicate the template into your Notion Workspace.
2. Observe that all your essential clients are easily accessible at the top right section of the page beside the clock.
3. You can click on any click on any client record and go through all the relevant information. You can click on ‘New’ to add new clients. Additionally, you can also Sort the list based on Company Name, Location, Stage, Title and more. Also, you can Filter the Client list based on any relevant field may be required. You can even search for any client using their name.
4. Below the list of Essential clients, you will be able to view the Pipeline Kanban board with Stage columns such as Lead, Prospect, Won and Lost. Whenever you create a new client and configure the Stage, it gets automatically reflected in the Pipeline board.
5. Like earlier, you can Search, Sort and Filter the Pipeline so that records are accessible easily and swiftly.
6. If you scroll further below, you will be able to view the ‘Everyone’ table which gives you a birds-eye view of all your clients along with the Pipeline stage, Title, Name of Company location and more. You can directly search for any records as well as Sort or Filter this list as we have explained above for the other databases.
Closing Comments:
Overall, the Supreme CRM helps you to manage your customer relationships with great efficiency and comfort without putting in any great effort. Since, its an all-encompassing Notion Template, all the powerful features of Notion are available at your fingertips allowing you to excel end uplift your CRM game while focusing on growing your business.
Click here to navigate to The Supreme CRM Notion template.
