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

Store and organize contact information, including names, phone numbers, email addresses, and additional details relevant to your business.
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Accounts

Track company details such as relationships, size, employees, total revenue won, and more
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Opportunities

Monitor and manage sales opportunities throughout their lifecycle. You can create custom stages, track deal values, and record key activities associated with each opportunity.
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Products

A centralized repository for storing and organizing information about the offerings your company provides, including descriptions, pricing, and related documentation.

Tasks

You can assign tasks to team members, set due dates, and track progress.

Happy customers

Ben pairs sublime Notion skills with a clear and precise manner of explaining things. It's for this reason that I don't just look out for his well thought out templates, I enjoy his YouTube videos too.

Dom

Delivery Manager

Ben is the ONE to follow and learn when automating your Notion workspace. He is doing incredible work & the way he uses Notion is so smart! Definitely recommend it to anyone looking to make the most of Notion 🙌

Marlene

Notion Lover | Content Creator

I've been using Ben's Notion templates for months now and they've been a game-changer for my productivity. His templates are well-organized, easy to use, and highly customizable. I've been able to save a ton of time and get more done with Ben's help. He's also been very responsive to my feedback and has always been willing to go the extra mile to make sure I'm happy with his templates. I highly recommend Ben's Notion templates to anyone who wants to improve their productivity and organization.Read more

Martin Miranda

UI/UX Designer

What I love the most about Ben's templates is their creativity. He always thinks about new useful ideas he can implement with Notion, and he does it really well! I also love the simplicity of his templates, automated to the maximum.

Jordi Rodriguez

Solopreneur

Ben is extremely well versed in Notion. The Notion templates he creates aren't just creative, they're practical, useful, and easy to set up. Ben also makes great YouTube videos for each template, diving into the features and how they can be maximized. I would 100% recommend Ben's Notion expertise to anyone.

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.

Pricing plans

Discover the perfect plan for your needs

Basic
Start with the essential features
$10
Opportunities
Contacts
Accounts
Products
Opportunity Products
Documentation
Get started
Professional
Unlock upgraded features & lifetime access to updates
$50 $30
The base of the OptiOpp CRM
Advanced Campaigns
Integrated Invoicing
Customer Support (Cases)
Lifetime access to future updates
Get started
Custom
Tailor your CRM to your unique needs
Custom
Let's discuss customization options or explore our Notion managed services for a fully personalized solution
Let’s talk

Frequently Asked Questions

Why is lifetime access important?

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.

Why upgrade to the Professional version?

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.

What is Notion?

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.

What is a Notion template?

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.

What is the OptiOpp CRM?

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.

Why pay for Notion templates?

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.

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