$
0
FREE
Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Details
Categories


USE
FOR
OFF
Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Categories
Monthly newsletter
No spam. Just the latest releases and tips, interesting articles, and exclusive interviews in your inbox every week.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
More templates from
Hotswap

Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Related templates

Use this template to keep track of your upcoming and potential job interviews. You can see the status of each opportunity at a glance, and use the included database template to add more details when it's time for an interview. This template will help you stay organized and prepared for your job search.

Bias, prejudice, and bullying are common in the workplace, but there are few tools available for addressing and rectifying these issues. If left unaddressed, these problems can cause serious damage to a company. Bestselling author Kim Scott and veteran Chief People Officer Trier Bryant have developed a new framework called Just Work to help teams tackle these issues. The framework is available in a Notion template, which provides practical steps for logging injustices, identifying your role in addressing the issue, planning a response, and pushing your team towards a fair outcome.

This template offers a simple way to set and track OKRs (Objectives and Key Results). By using this popular goal-setting method, you can set clear priorities for your team or organization. You can track progress by updating the Key Results, and share this information with others. The template includes an FAQ with helpful tips for setting OKRs and using the template effectively.

Typeform uses this personal growth plan template to help employees clarify their career objectives and plan for professional development. The prompts in the template help you identify areas where you want to grow and build an actionable plan. You can also add pulse checks each quarter to measure your progress and identify any potential obstacles. This template provides a dynamic and action-oriented approach to professional growth.

Use this template from Notion to easily list and edit job openings at your company. The platform allows you to make real-time changes to a public-facing job site. You can tag each position with the date and time it was added, as well as the specific team it belongs to. This eliminates the need for a complicated CMS or over-featured system for posting jobs. Simply add the content you want as easily as creating a document and share it with the world.

This template allows you to create a private page where you can keep a record of all of your one-on-one meetings with a teammate. This page can be accessed only by you and your teammate, and it can be a useful tool for keeping track of the progress you are making and the issues you are addressing in these meetings. You can easily create this page in the Private section of your sidebar and share it with your teammate.

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.