Made for Notion

Made for Notion

Your Sales Department,
 Entirely in Notion.

Your Sales Department,
Entirely in Notion.

Your Sales Department,
Entirely in Notion.

Manage your sales pipeline, schedule meetings, build professional proposals, and host client portals - all from a single, unified system.

Manage your sales pipeline, schedule meetings, build professional proposals, and host client portals - all from a single, unified system.

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Rated 4.9/5 (26)

Features

Features That You Have Never Seen in Notion

Automated Sales Pipeline

Automated Sales Pipeline

As you move the deal from one stage to the next in the board view, automations will automatically create a new page for meeting and proposal from the available details, and you can modify it as needed.

Once the Proposal is ready, you can move to "Proposal Sent" status, and the proposal will automatically be sent to the prospect through the connected Gmail account.

As you move the deal from one stage to the next in the board view, automations will automatically create a new page for meeting and proposal from the available details, and you can modify it as needed.

Once the Proposal is ready, you can move to "Proposal Sent" status, and the proposal will automatically be sent to the prospect through the connected Gmail account.

Sales KPIs

Sales KPIs

Sales Manages has common KPIs included, and the data is generated automatically.

Sales Manages has common KPIs included, and the data is generated automatically.

Create Proposals, Directly in Notion

The Sales Manager includes a proposal template as well. You can fill in the details and send the proposal URL to your prospect. They can click "Sign Contract" to move to the next page, where they can find the contract link. There are also buttons to book a follow-up and to decline the proposal.

The Sales Manager includes a proposal template as well. You can fill in the details and send the proposal URL to your prospect. They can click "Sign Contract" to move to the next page, where they can find the contract link. There are also buttons to book a follow-up and to decline the proposal.

Create Client Portals and Share Important Information

Create Client Portals and Share Important Information

Marketing Manager allows you to create client portals to share documents, invoices, and meeting details. The client can share feedback, schedule a call, or send a request with the provided buttons.

Marketing Manager allows you to create client portals to share documents, invoices, and meeting details. The client can share feedback, schedule a call, or send a request with the provided buttons.

What's inside

What's inside

The Homepage

The Homepage

The Homepage

Clients

Clients

Clients

Feedback

Feedback

Feedback

Additional Pages

Beyond the Surface

Beyond the Surface

Beyond the Surface

CRM

Services

Companies

Meetings

Invoices

And Much More..

It further includes over 15 database page templates for detailed records.

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Additional Resources

Support That Lasts

Setup instructions

Our templates include setup instructions which will guide you on how to set up and start using it.

Unlimited free updates

All out template gets free updates for lifetime.

Get ongoing support

We provide ongoing support for any help or queries regarding our template.

Pricing

Pay once, use forever

Sales Manager

$79

$79

$79

Get Access

Sales Manager

Documentation

Onboarding Instruction

Lifetime Access

Priority Support

Upcoming Updates

Upcoming New Templates

Business Bundle

$199

$199

$199

$512

60% OFF

Learn more

8 Premium Templates

Documentation

Onboarding Instructions

Lifetime Access

Priority Support

Template Updates

Upcoming New Templates

FAQs

We’ve got the answers

We’ve got the answers

We’ve got the answers

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

Is there a recurring fee for this?

What is Notion?

Do I need Notion's paid plan for this template?

Is there a refund policy?

Have any more questions?

Still have more questions? Contact our support team.

Still have more questions? Contact our support team.