Sales Notion templates
A curated list of the top 26+ Notion Sales templates
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Sales OS is a system that helps you manage your sales process by tracking contacts, orders, products, and more in one place. With this tool, you can track your sales revenue on a weekly basis and manage your documentation process. Additionally, you can learn how to integrate this system with the most commonly used sales tools. This can help streamline your sales operations and make it easier to manage your business.
This template allows you to register, schedule, manage, and communicate with volunteers. It keeps records of their background information, history of interactions, contact information, and availability. This provides a clear overview that saves time and allows you to see all relevant information about your volunteers in one place.
This template is an essential tool for anyone looking to create detailed and effective customer journey maps. Unlike traditional 5x5 grids, it allows you to use Notion's infinite canvas to map out rich and complex customer journeys that convert. With this template, you can easily map out key stages in the user journey, target personas, goals and pain points, actions and endpoints, use cases and touch points, key projects and campaigns, and even surveys, targets, and KPIs. Whether you're working on marketing or product strategy, this template is a valuable resource.
This resource is designed for the Notion community and provides pre-built automations for common workflows. Building automations requires some skill, but figuring out what to automate can be challenging. The Notion Automation Hub makes it easy to get started with automations by providing a variety of resources, including an automations datalog, database templates, learning resources, and a creator library. With just a few clicks, users can begin automating their workflows and saving time.
This template allows you to understand the value of a product, campaign, or project by calculating its relative return on investment. It takes into account other factors beyond just monetary investment and earnings, allowing you to make more informed decisions about where to continue investing and how to iterate. With this template, you can gain a better understanding of the overall value of your product, campaign, or project.
Your sales funnel doesn't have to be complex or difficult to use. Notion provides a simple, clean interface that lets you track only the information you need to manage your leads. Each record is a separate Notion page, where you can keep notes on every interaction with a potential customer. This template provides a basic starting point that you can customize to fit your specific needs. With Notion, you can manage your sales funnel in a way that is intuitive and straightforward.
Raising funds is an essential activity for nonprofits. While fundraising can be a valuable source of revenue, it can also be time-consuming. With this template, your team can keep track of every individual and foundation/corporation involved in fundraising to ensure that everything is on track. The template is designed to make the entire process simple, providing a clear indication of the status of each fundraising effort, who is leading it, when the expected closing date is, and much more.
This template is perfect for landlords, real estate investors, and property managers who want to be able to easily keep track of their investments. It offers a dashboard that helps you manage your property portfolio, tenants, bills, and transactions all in one place. Whether you are a small landlord with a few properties or a large property manager with a large portfolio, this template is the perfect tool to help you stay organized and on top of your investments.
This template provides a central location for tracking documents, tasks, hours, and invoices. It allows users to organize and manage their work efficiently and effectively. With this template, users can stay on top of their workload and avoid missing important deadlines or details.
At Crowdcast, we believe that intentionally designed workspaces lead to better work. This template allows teams to pull information from multiple sources to create a personalized dashboard. Each team can set up their own dashboard with the information that is most important to them. For example, the sales team could track their high-priority deals by status, while the marketing team could see editorial projects by month. This template can help drive remote collaboration and build transparency across your organization. By using it, you can ensure that everyone has the information they need to do their best work.
This product offers pre-built templates that can be used as a project management workspace for building a web shop. The templates include over 70 tasks for the entire team, over 140 web templates and UX components, and 10 status sheets for team members. These templates provide a comprehensive and organized way to manage the web shop development process, ensuring that everyone has the information and resources they need to be successful.
Growing sales teams need a lot of content to help them sell their product or service, including comparisons with competitors, product demos, packets for different use cases, and customer personas. Instead of using static PDF documents, a Notion page lets you add interactive elements like GIFs and videos to enhance the experience for your customers. The built-in formatting options, such as columns and headers, also ensure that your pages always look professional and well-organized. By using Notion, you can create engaging, dynamic content that will help your sales team succeed.
A deal room is a private space where you can manage and organize your pitch decks, leads and deals, and store proposals and contracts. This template can help you keep track of all your sales prospects in one place, so you can focus on the deals that are most important to you.
Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.
This donation management template can be used by nonprofits to manage their grant and gift pipelines. With this tool, you can easily track and organize your organization's donations, ensuring that you are able to effectively manage your nonprofit's funding.
Keep track of details and notes on your nonprofit's donors in this shared database from another company.
If you try to appeal to everyone, you may not effectively reach anyone. This Notion template can help you identify the best target audience to help your business grow.
Customer references and testimonials can help build trust and let potential users know that others are already using the product. Managing marketing permissions and maintaining contact information for different companies can quickly become complicated. This template can help you keep track of company references and create a customer knowledge base to streamline this process.
This template can be used to keep all of your sales documentation and projects organized and in one place. Simply replace the sample content with your own information to get started. By using this template, you can ensure that all of your sales-related information is easy to find and access, which can help you stay organized and on top of your tasks. This can save you time and help you be more productive, so you can focus on what matters most: growing your business.
Funding OS is a tool that helps founders acquire and manage fundraising. It functions like a CRM, but also covers the requirements for fundraising. The creator, who has five years of experience working with business owners and supporting them in their funding rounds, designed Funding OS to make the fundraising process easier and more efficient.
At Notion, our sales team uses a weekly digest to keep everyone informed about the latest metrics, product updates, upcoming events, and more. We create consistency by using the database template feature and filling out action items with weekly to-do's. This template helps us host our weekly sales sync and makes complex collaboration easy and enjoyable.
This template can be used to record notes from meetings with customers or potential customers. Notes can be tagged by the type of meeting, making them easy to find later. The template also shows when each meeting took place and who was in attendance. This makes it easy to keep track of your interactions with customers and use that information to improve your sales efforts. By using this template, you can ensure that you're capturing important information from every meeting, and using it to help drive your business forward.
This template can be used by businesses and marketers to quickly score and prioritize marketing ideas. By using this system, you can focus on the strategies that are most likely to bring a return on your effort while reducing costs and maximizing impact. At onAutopilot marketing, we use this template to help our clients effectively manage their marketing efforts.
With this tool, you can always use the best demo, white paper, video, or other materials for every meeting. You can easily upload any type of file to Notion for instant access and version control, ensuring that you're always prepared and organized.
This database is a great tool for keeping track of your interactions with investors. You can designate and track the status of each conversation (e.g. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow-up items, and even embed videos or podcasts featuring the VCs in question. You can view the database as a board grouped by status so you can easily see which investors are at each stage of your process and keep things moving.
Customer feedback provides insight into your sales successes and challenges, and can help guide the direction of your product. Your sales team works closely with customers, so it's important to track their feedback in order to build a better product. This template can help you track customer feedback and its context, so you can figure out which features to prioritize. By using this template, you can ensure that you're making the most of customer feedback and using it to improve your product.
Welcome to our Notion Sales templates category! Here, you will find a variety of templates built by other designers that you can use to manage and organize your sales activities within Notion. These templates are designed to help you keep track of your leads, deals, and other important details.
Our Notion Sales templates range from simple, one-page layouts to more comprehensive templates that include multiple pages and features. Whether you're a salesperson looking for a way to organize your pipeline or a sales manager looking for a tool to manage your team's deals, you'll find a template that fits your needs.
Each template in this category has been created by a fellow Notion user and has been tried and tested by others, so you can trust that they will help you manage your sales activities efficiently and effectively. Simply browse through the templates, select the one that best suits your needs, and start using it right away! With our Notion Sales templates, you can stay organized and focused on closing deals.