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A centralized CRM workspace designed to manage leads, clients, sales opportunities, and follow-up activities from first contact to deal closure, providing a clear and organized sales pipeline in one place
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Sales and client information was scattered across spreadsheets and multiple communication channels, making follow-ups inconsistent, reducing sales visibility, and increasing the risk of missed opportunities
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Built a centralized CRM system in Notion with multiple views for lead and client management.
Features include: • All Contacts Database • Pipeline Board View • Active Leads Tracking • Client Directory • Follow-up Scheduling • Revenue Tracking • Lead Management Templates
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Improved lead visibility and sales organization by providing a structured workflow from lead acquisition to client conversion.
The dashboard enables users to: • Track lead opportunities efficiently • Monitor active opportunities • Manage follow-up schedules • Visualize revenue performance • Maintain organized client records
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