# Advanced CRM | Notion Template

> This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me. Relational databases make managing your data and adding to your CRM system over time much easier.

- Type: Notion template
- Collection: Notion at work
- Price: $27 USD
- Preview / duplicate: https://anotioneer.notion.site/Advanced-CRM-Notion-template-b6f32a15740749a8b5a915be201574e5
- Buy: https://buy.stripe.com/bIY28Rdiod4W31C8xs
- Walkthrough video: https://youtu.be/FSM1FXHiK1Y
- Source: https://anotioneer.com/templates/advanced-crm-notion-template

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This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me.

Relational databases make managing your data and adding to your CRM system over time much easier.

- Get a 360° view of all of your interaction with your prospects in one place, by viewing their Account or Contact page

- The personal dashboard page is automatically filtered to only display each team member's records, for an uncluttered workspace

- The modular structure makes adding new databases to capture extra information straightforward

- Avoid duplicating information like company details when adding new records, thanks to the relational design

- Keep track of sales, clients, contacts and meetings in an integrated system.

- See a summary of your sales conversion metrics and sources of business in dashboard

## Podcast

I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode [here](https://itsfreetime.com/episodes/125).