4,9

+5,000 Users

NOTION TEMPLATE

NOTION TEMPLATE

Sales Dashboard

Manage your leads & deals, including AI meeting notes & CRM, all in one place. Categorize by your individual services and add deal values and probability forecasts.

Who is it for?

For freelancers & startups managing a maximum of 5-10 leads per week.

KLARE DATENBANKSTRUKTUR

Übergeordnete Datenbankübersicht ohne versteckte Inline-Datenbanken

MINIMALISTISCHES DESIGN

Einheitliche Pages und Sektionen, damit der Fokus auf dem Wesentlichen bleibt

Einfach erweiterbar

Für wachsende Unternehmen gemacht, die ihren Notion Workspace nach und nach erweitern wollen

0,00€

Ready to use

You need more than just a template?

Let us talk about how we can support you.

Yvi Kegelmann
Notion Consultant

30 Min.

Any questions? Reach out to hello@ympact.agency

Clear

Database structure

Central database overview without hidden inline databases.

Clear

Database structure

Central database overview without hidden inline databases.

Efficient

Design

Consistent structure to keep attention on what’s essential.

Efficient

Design

Consistent structure to keep attention on what’s essential.

Connected

Processes

Built for growing companies that want to expand their Notion workspace step by step.

Connected

Processes

Built for growing companies that want to expand their Notion workspace step by step.

Template

Highlights

Highlights

SALES PIPELINE

Track your

Track your

Leads & Deals

The Kanban board gives you a simple overview of your ongoing, won, or closed deals. Add updates to the deals, which automatically updates the date of the last interaction.

CRM

Manage your

Manage your

Contacts & Companies

Manage your contacts and companies and link them directly with the associated meeting notes and deals.

MEETING NOTES

AI Meeting Notes

AI Meeting Notes

for efficient meetings

Integrated template for AI Meeting Notes, so you can take notes in advance and start the transcription as soon as the meeting begins. In the end, you receive your AI Meeting Notes including an automatic brief summary of the meeting in the meeting properties.

FAQ

Frequently Asked Questions

Frequently Asked Questions

Do I have access to future updates?

Yes, when you access the template link, you can always see when we last updated the template. For major updates, you will also receive an email notification.

Do I have access to future updates?

Yes, when you access the template link, you can always see when we last updated the template. For major updates, you will also receive an email notification.

Do I have access to future updates?

Yes, when you access the template link, you can always see when we last updated the template. For major updates, you will also receive an email notification.

Can I link existing databases?

Of course, the template is set up to be easily extensible.

Can I link existing databases?

Of course, the template is set up to be easily extensible.

Can I link existing databases?

Of course, the template is set up to be easily extensible.

I would like to document my emails in the deals. Is that possible?

Yes, but only through external automation. We have set up these automations multiple times before. Alternatively, you can also forgo automation if you use Notion Business including AI and the Enterprise Search with access to Gmail. Feel free to contact us if you need support with that.

I would like to document my emails in the deals. Is that possible?

Yes, but only through external automation. We have set up these automations multiple times before. Alternatively, you can also forgo automation if you use Notion Business including AI and the Enterprise Search with access to Gmail. Feel free to contact us if you need support with that.

I would like to document my emails in the deals. Is that possible?

Yes, but only through external automation. We have set up these automations multiple times before. Alternatively, you can also forgo automation if you use Notion Business including AI and the Enterprise Search with access to Gmail. Feel free to contact us if you need support with that.

Can I use the template in the free version?

Yes, that definitely works! You can definitely use this structure also in the free version. However, for optimal use, especially regarding the AI Meeting Notes, we recommend Notion Business including Notion AI.

Can I use the template in the free version?

Yes, that definitely works! You can definitely use this structure also in the free version. However, for optimal use, especially regarding the AI Meeting Notes, we recommend Notion Business including Notion AI.

Can I use the template in the free version?

Yes, that definitely works! You can definitely use this structure also in the free version. However, for optimal use, especially regarding the AI Meeting Notes, we recommend Notion Business including Notion AI.

I have already linked databases for companies and contacts, can I link them here for you as well?

Sure, it's best to do that by opening the databases directly through the database page. There you can replace the link.

I have already linked databases for companies and contacts, can I link them here for you as well?

Sure, it's best to do that by opening the databases directly through the database page. There you can replace the link.

I have already linked databases for companies and contacts, can I link them here for you as well?

Sure, it's best to do that by opening the databases directly through the database page. There you can replace the link.

Notion Business inkl. AI

Try 3 month for free

Try 3 month for free

Are you a startup or founder who has only used Notion in the free version? Then sign up here and try Notion Business for 3 months, including unlimited AI, free of charge.

Notion Business inkl. AI

Try 3 month for free

Are you a startup or founder who has only used Notion in the free version? Then sign up here and try Notion Business for 3 months, including unlimited AI, free of charge.