Business Managment (CRM, Invoice tracker and template, Expense tracker)
$4+
$4+
https://schema.org/InStock
usd
David Mena
Are you looking for a powerful and intuitive solution to manage your business operations seamlessly? Our Business Management Template for Notion is designed to help you streamline your processes, keep track of your clients, invoices, and expenses all in one place. Perfect for entrepreneurs, small business owners, and freelancers, this template is your all-in-one tool to stay organized and efficient.
Features:
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Comprehensive CRM (Customer Relationship Management):
- Client Database: Keep detailed records of your clients, including contact information, interaction history, and notes.
- Lead Tracking: Manage potential clients from initial contact to conversion with ease.
- Follow-Up Reminders: Never miss a follow-up with automated reminders and task assignments.
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Invoice Management:
- Custom Invoice Generator: Create professional invoices with ease, customized with your branding.
- Invoice Tracker: Track sent, paid, and overdue invoices to stay on top of your cash flow.
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Expense Tracking:
- Expense Categories: Organize expenses into categories such as Office Supplies, Travel, Marketing, Utilities, and more.
- Detailed Expense Entries: Record details like date, vendor, amount, and description for each expense.
- Expense Reports: Generate reports to analyze spending patterns and identify cost-saving opportunities.
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Kanban Board for Task Management:
- Visual Task Board: Use the Kanban board to manage tasks and projects, with columns for different stages like To-Do, In Progress, and Completed.
- Customizable Cards: Display key information on task cards, such as due dates, assignees, and priority levels.
- Drag and Drop: Easily move tasks between stages to keep your workflow organized.
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Integrated Dashboards:
- Financial Overview: Get a snapshot of your business’s financial health with integrated dashboards displaying income, expenses, and profits.
- Client Activity: Monitor client interactions and project statuses in one centralized view.
- Customizable Widgets: Tailor the dashboard to show the metrics and KPIs most important to your business.
Benefits:
- Increased Efficiency: Manage all aspects of your business in one place, reducing the need for multiple tools and platforms.
- Better Organization: Keep your client information, invoices, and expenses organized and easily accessible.
- Professional Invoicing: Impress clients with professionally designed invoices that reflect your brand.
- Financial Clarity: Gain insights into your financial performance and make informed business decisions.
Transform the way you manage your business with our comprehensive Business Management Template for Notion. Stay organized, save time, and focus on what you do best – growing your business!
Access
Lifetime
Requeriments
Notion
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