Discover the features of the OptiOpp CRM
Created by a certified CRM expert, this Notion template takes heavy inspiration from the data model of Salesforce
Contacts

Accounts

Opportunities

Products

Tasks

Dom
Delivery Manager

Marlene
Notion Lover | Content Creator

Martin Miranda
UI/UX Designer

Jordi Rodriguez
Solopreneur

Nicholas
Student

About Ben Taylor
My name is Ben Taylor and I’m a certified Salesforce Consultant.
I have years of experience with CRMs, helping setup or maintain them for 50+ companies in my career.
I created this template for businesses to use as the foundation of their Notion workspace.
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Pricing plans
Discover the perfect plan for your needs
Frequently Asked Questions
Notion is rapidly improving their product with new features. We'll help keep your Notion workspace up-to-date by including updates in future versions that you can easily access via your Gumroad Account.
With the Professional version, you'll gain access to invoicing, customer support, campaigns, and 25+ additional data views/pages.
You'll also be able to submit support cases to us if you're running into issues with the CRM and gain access to lifetime updates.
Notion is a versatile all-in-one workspace and productivity tool that allows users to create databases, documents, and collaborative spaces. It can be useful for CRM purposes because it enables businesses to customize and centralize customer data, track interactions, and collaborate on customer-related tasks in a single platform, improving organization and efficiency in managing customer relationships.
A Notion template is a pre-designed layout or structure within Notion that serves as a starting point for various tasks or projects. It provides a ready-made framework with placeholders and elements, making it easy for users to quickly create and customize documents, databases, or pages to suit their specific needs.
The OptiOpp CRM system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.
Purchasing a Notion template can save you considerable time and effort as it eliminates the need to build complex databases and dashboards from scratch. Not only does it streamline your workflow, but it also grants access to expertly designed structures and layouts that enhance organization and productivity, freeing up your time to focus on more important tasks.
Unlock the potential of Notion
OptiOpp CRM helps you streamline customer service processes and maximize sales opportunities.
