CRM & Sales Pipeline

AGENCY

CRM & Sales Pipeline

Sales OS

$49

Stop letting high-value leads slip through the cracks. A powerful Notion CRM to track prospects, manage proposals, and close more deals.

Notion mockup CRM 1
Notion Mockup CRM 2

About this template

When you rely on memory or messy spreadsheets to manage your sales pipeline, you inevitably lose deals. Follow-ups get forgotten, proposals get buried, and revenue predictability becomes impossible.

This CRM transforms your sales process into a well-oiled machine. It gives you a clear visual pipeline of every deal in progress, ensuring you always know the exact next step to turn a cold prospect into a paying client.

Visual Kanban Pipeline

Drag and drop leads through your sales stages from initial contact to closed-won.

Revenue Forecasting

Automatically calculate your total pipeline value based on deal size to predict cash flow.

Visual Kanban Pipeline

Drag and drop leads through your sales stages from initial contact to closed-won.

Revenue Forecasting

Automatically calculate your total pipeline value based on deal size to predict cash flow.

Visual Kanban Pipeline

Drag and drop leads through your sales stages from initial contact to closed-won.

Revenue Forecasting

Automatically calculate your total pipeline value based on deal size to predict cash flow.

Best for

Agency Owners, Freelancers, Sales Teams

What you get

Master CRM Dashboard

Visual Sales Pipeline

Client & Company Database

Step-by-step Setup Guide

Frequently Asked

Can I customize the sales stages?

bsolutely. Every agency has a unique sales process. You can easily add, rename, or remove pipeline stages to match exactly how you close deals.

Is this connected to the Project Manager?

As a standalone template, it functions independently. However, if you upgrade to the Ultimate Agency Bundle later, it seamlessly connects to your projects so you can convert a "Won Deal" into an "Active Project" in one click.

Is it suitable for a solo freelancer?

Yes. Whether you're a solo freelancer managing 5 leads or an agency tracking 50, the system is lightweight enough not to slow you down, yet robust enough to scale with your business.

Can I customize the sales stages?

bsolutely. Every agency has a unique sales process. You can easily add, rename, or remove pipeline stages to match exactly how you close deals.

Is this connected to the Project Manager?

As a standalone template, it functions independently. However, if you upgrade to the Ultimate Agency Bundle later, it seamlessly connects to your projects so you can convert a "Won Deal" into an "Active Project" in one click.

Is it suitable for a solo freelancer?

Yes. Whether you're a solo freelancer managing 5 leads or an agency tracking 50, the system is lightweight enough not to slow you down, yet robust enough to scale with your business.

Take Control of Your Agency's Revenue

A predictable agency requires a predictable pipeline. If you don't know exactly how much potential revenue is sitting in your "Proposal Sent" stage, you are flying blind.

The Agency CRM & Pipeline is designed to give you absolute clarity over your cash flow and sales activities. No more wondering who you need to follow up with today or where a specific deal stands.

Stop leaving money on the table and start closing with confidence.

Ready to scale your entire process?

Get instant access to the Agency CRM & Pipeline and never let a high-ticket lead slip away again.

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Join + 5000 Founders

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Get free templates delivered straight to your inbox every month.

Join + 5000 Founders

Scale your operations

Get free templates delivered straight to your inbox every month.

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