# CRM & Sales Pipeline Template

## 1️⃣ Dashboard (Home)

A quick‑glance page that pulls in key views from the databases below.

| View | Description | Notion Filter |
|------|-------------|---------------|
| **🟢 New Leads** | Leads added in the last 7 days | Created time is within last 7 days |
| **🔄 Active Deals** | Deals in “Negotiation” or “Proposal Sent” | Stage = Negotiation OR Stage = Proposal Sent |
| **📈 Monthly Revenue Forecast** | Sum of expected revenue for deals closing this month | Close Date is this month |
| **⚡️ Tasks Due Today** | All sales tasks due today | Due date = today |

> 💡 Tip: Pin this Dashboard to your sidebar for instant access to the pulse of your pipeline.

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## 2️⃣ Leads Database

Track every prospect from first contact to qualification.

| Name | Company | Contact Email | Source | Lead Score (1‑10) | Status | Owner | Created |
|------|---------|---------------|--------|-------------------|--------|-------|---------|
| Alice Chen | GreenTech Solutions | alice@greentech.com | LinkedIn Ads | 8 | New | Jamie | 2024‑06‑01 |
| Marco Rivera | Apex Manufacturing | marco.r@apexmfg.com | Referral | 6 | Contacted | Priya | 2024‑05‑28 |
| Sofia Patel | BrightFuture EdTech | sofia.patel@brightfuture.io | Webinar | 9 | Qualified | Jamie | 2024‑06‑03 |

> 💡 Tip: Use the **Lead Score** to prioritize outreach; set an automation to notify the Owner when a score ≥ 8 is assigned.

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## 3️⃣ Accounts (Customers) Database

Converted leads become accounts. Store contract details and relationship history.

| Account Name | Primary Contact | Industry | Annual Revenue | Contract Start | Contract End | Account Owner |
|--------------|----------------|----------|----------------|----------------|--------------|---------------|
| GreenTech Solutions | Alice Chen | Clean Tech | $2,400,000 | 2023‑09‑15 | 2024‑09‑14 | Jamie |
| Apex Manufacturing | Marco Rivera | Industrial | $5,800,000 | 2022‑04‑01 | 2025‑03‑31 | Priya |
| BrightFuture EdTech | Sofia Patel | Education Tech | $1,200,000 | 2024‑01‑10 | 2025‑01‑09 | Jamie |

> 💡 Tip: Link each Account to its **Opportunities** (see next section) with a Relation property for full pipeline visibility.

---

## 4️⃣ Opportunities (Sales Pipeline) Database

The core pipeline board. Move cards across stages to reflect progress.

| Opportunity | Account | Deal Value | Stage | Close Date | Probability % | Owner | Next Action |
|-------------|---------|------------|-------|------------|----------------|-------|-------------|
| Enterprise SaaS License | GreenTech Solutions | $150,000 | Proposal Sent | 2024‑07‑15 | 70 | Jamie | Follow‑up call 6/28 |
| New Production Line Upgrade | Apex Manufacturing | $300,000 | Negotiation | 2024‑08‑01 | 55 | Priya | Send revised quote 6/30 |
| LMS Subscription Renewal | BrightFuture EdTech | $45,000 | Qualification | 2024‑07‑05 | 30 | Jamie | Schedule demo 6/27 |

> 💡 Tip: Create a **Board view** grouped by *Stage* and a **Calendar view** by *Close Date* for visual pipeline management.

---

## 5️⃣ Activities & Tasks Database

Log calls, emails, meetings, and to‑dos. Connect each activity to a Lead, Account, or Opportunity.

| Activity | Related To | Type | Owner | Due Date | Status |
|----------|------------|------|-------|----------|--------|
| Intro Call with Alice | Alice Chen (Lead) | Call | Jamie | 2024‑06‑05 | Completed |
| Draft Proposal for GreenTech | Enterprise SaaS License (Opportunity) | Document | Jamie | 2024‑06‑12 | In Progress |
| Follow‑up Email to Marco | Marco Rivera (Lead) | Email | Priya | 2024‑06‑08 | Pending |
| Demo Prep for BrightFuture | LMS Subscription Renewal (Opportunity) | Task | Jamie | 2024‑06‑27 | Not Started |

> 💡 Tip: Use Notion’s **Reminders** on the *Due Date* field to get push notifications for time‑critical tasks.

---

## 6️⃣ Reports & Analytics

Pre‑built filtered views and roll‑ups for performance tracking.

| Report | Source Database | Key Metrics | Typical Filter |
|--------|----------------|-------------|----------------|
| **Lead Conversion Funnel** | Leads → Opportunities | Leads → Qualified → Won | Status = Qualified OR Won |
| **Monthly Revenue Forecast** | Opportunities | Σ Deal Value × Probability | Close Date in current month |
| **Sales Rep Performance** | Opportunities | Count, Σ Deal Value | Owner = Current User |
| **Churn & Renewal Tracker** | Accounts | Contracts ending next 30 days | Contract End ≤ today + 30 days |

> 💡 Tip: Duplicate any view, change the filter, and rename it to create custom reports for your team without leaving Notion.

---

## 7️⃣ Settings & Automation

Quick reference for property definitions, relation links, and optional Notion API automations.

| Property | Database | Type | Description |
|----------|----------|------|-------------|
| **Lead Score** | Leads | Number (1‑10) | Manual or formula based on engagement |
| **Stage** | Opportunities | Select | New, Qualification, Proposal Sent, Negotiation, Won, Lost |
| **Probability %** | Opportunities | Number | Auto‑filled via formula: `if(prop("Stage") == "Won", 100, if(prop("Stage") == "Negotiation", 55, ...))` |
| **Owner** | All | Person | Sales rep responsible |
| **Relation: Account ↔ Opportunities** | Accounts & Opportunities | Relation | One‑to‑many (one account → many opportunities) |
| **Rollup: Total Pipeline Value** | Accounts | Rollup (Opportunities → Deal Value) | Shows sum of all open deals per account |

> 💡 Tip: Enable **Notion API** and connect to Zapier or Make to auto‑create a new Lead when a form submission arrives (e.g., Typeform → Notion).

---

## How to import into Notion

1. **Create a new page** in your workspace where you want the CRM.  
2. Click **Import** → **Markdown & CSV** and select this `.md` file.  
3. Notion will render each table as a **Markdown table**.  
4. For each table that should be a database (Leads, Accounts, Opportunities, Activities, Reports), click the three‑dot menu on the table → **Turn into → Database** → choose **Table** (or **Board/Calendar** later).  
5. Re‑create the **Relation** and **Rollup** properties as described in the Settings & Automation section:  
   - In *Opportunities*, add a **Relation** to *Accounts* and name it “Account”.  
   - In *Accounts*, add the reciprocal Relation (auto‑created) and a **Rollup** called “Total Pipeline Value”.  
6. Duplicate the provided views (Board, Calendar, Filtered) by clicking **Add a view** inside each database and applying the filters shown in the Reports section.  
7. (Optional) Set up **Notion API** integrations for automations: go to **Settings & Members → Integrations → Develop your own integrations**, copy the token, and connect via Zapier/Make.  
8. Rename the top‑level page to “CRM & Sales Pipeline” (or keep the template name) and start adding your own leads, accounts, and opportunities.

Your fully functional CRM is now ready to use! 🎉