Sales and Customer Management Notion Template

Stay on top of your product or service orders with this sales & customer manager.

Crafted for small e-businesses, freelancers, and companies alike, this Notion template is the ultimate tool that helps you efficiently manage your sales pipeline, client interactions, and order fulfillment process.

Easily track all your sales, store customer information, and gain insights into your revenue with all your orders.

Main Features

• Straightforward template, without unnecessary elements for optimal functionality.
• The Home Dashboard that gives you an overview of your template content — all automatically.
• Guidelines to use your template.
• Navigation Bar buttons for easy navigation between sections.
• Quick Actions and Quick Links, integrated with database links, provide a seamless and intuitive tracking experience.
• Side Notes providing concise information for each section.

What's Inside

• Your Sales: Track all your orders and their details, sorted chronologically by their order date.
• Orders by Month: Dive deep into a specific month to access all orders and details of the sales made during that time.
• Sales Channel: Introducing simplified views for each platform, displaying sales from their respective channels.
• Customers: View all customer details and easily identify contacts in one centralized location.

Who's It For

• Perfect for tracking sales, storing customer information, and especially for those seeking valuable insights into revenue across all orders.

FAQ's

How does it work?

• Purchase this template and download the attached PDF.
• Click the embedded button in the PDF file to be taken to the template.
• Create a FREE account on Notion or sign-in to Notion to start using and editing the template.
• Click 'Duplicate' button in the top right corner to import the template into your Notion Workspace.
• Customize the template to your taste.

Does this work on the free version of Notion?

• Yes, once you've made your purchase, a link will be sent to you to duplicate it in your Notion workspace.

Any more questions?

• Contact us at contact.notiondesign@gmail.com