OptiOpp CRM

The OptiOpp CRM (Customer Relationship Management) system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.

Professional CRM Ad-Ons

Invoicing

Sharing invoices through Notion provides a user-friendly and collaborative platform, enhancing client communication and transparency. It allows clients to access, review, and comment on invoices in a centralized and organized manner, streamlining the billing process and improving client relationships.

Campaigns

Campaigns are used to track and manage marketing initiatives and activities. They allow businesses to organize and analyze their marketing efforts, including lead generation, customer engagement, and promotional events, to measure their effectiveness and ROI. Campaigns help businesses coordinate their marketing strategies and evaluate the impact of their outreach efforts on their target audience.

Support Cases

Support cases are used to manage and resolve customer inquiries, issues, and service requests. They enable organizations to track and handle customer problems efficiently, ensuring timely resolution and customer satisfaction. Support cases provide a structured way to document, prioritize, and monitor customer support interactions, ultimately helping your business deliver effective customer service.

Miscellaneous ad-ons

• Video walkthroughs of how to use the features above
• 15+ new views to help you analyze your data
• More database and button automations
• Insights database for improved Account & Opportunity Analytics
• Introduction of Projects & Files databases
• Improved navigation

What's Included in Basic

Contacts

Store and organize contact information, including names, phone numbers, email addresses, and additional details relevant to your business. You can create custom fields to capture specific data points based on your requirements.

Accounts

Similar to Salesforce, the OptiOpp CRM enables you to manage accounts associated with companies in your system. It allows you to track details such as company names, your relationship with the company, size, and any other relevant information. Additionally, you can link contacts, deals, products, and more to their respective accounts for a holistic view of the relationship.

Opportunities

Monitor and manage sales opportunities throughout their lifecycle. You can create custom stages, track deal values, and record key activities associated with each opportunity. This helps you analyze sales pipelines and make informed decisions to maximize your revenue.

Products

This CRM uses a similar way of tracking products as Salesforce. Opportunity Products allow you to track and manage the specific products or services associated with sales opportunities, including details such as quantities, prices, and discounts. Products, on the other hand, provide a centralized repository for storing and organizing information about the offerings your company provides, including descriptions, pricing, and related documentation. Together, these features enable efficient sales management by seamlessly connecting opportunities to their respective products and ensuring accurate tracking and analysis of sales performance.

Tasks

You can assign tasks to team members, set due dates, and track progress. Tasks can be related to Contacts, Opportunities, or Accounts.

Documentation

Inside of this Notion template, you'll find 7 separate videos detailing how to use the CRM and tailor it to meet your specific needs.

About Me

My name is Ben Taylor and I’m a certified Salesforce Consultant. I have a lot of experience with CRMs, helping setup or maintain CRMs for 35+ companies in my career. I created this template for businesses who aren't ready to make the financial and time commitment it takes to use the complex CRMs on the market.