Getting started
We'll start with the basics. I'll show you how everything works in your new Notion CRM. Click around, see all the parts, and get started right away.


Sales pipeline & lead tracker
This is where the magic happens! See every person who might hire you. Know exactly when to follow up. Turn clients into paying clients.
Setting up projects & cost breakdown
Move leads to projects with one click. Track all your work in one spot. See how much each job costs you. Send bills that get paid.


Templates & SOPs
Click once, fill in a few blanks, and done! Send professional proposals. Ask the right questions. Get clients started. All in minutes, not hours.
Automation
Your tools will work together like magic. When someone fills out your website form? It shows up in your system. When they book time on your calendar? It's all tracked.
You just check your Notion and see new people waiting to work with you.
