Free Notion CRM

Ditch the expensive subscriptions and embrace a new era of CRM with ConnectOS.

This powerful Notion-based tool empowers startups to manage their contacts, automate workflows, and streamline their sales and marketing efforts.

Key Features:

• People Database:

  • Store all your contact information directly from LinkedIn using automation tools like Bardeen.

  • Tag contacts based on their role (investor, customer, collaborator, etc.) for easy organization.

  • Track contact interactions using Kanban board views for a clear overview of your progress.

  • Filter investors by priority, area of investment, and stage of investment for targeted outreach.

  • Receive real-time notifications through Slack integration whenever a teammate updates a contact record.

  • Integrate with other StartOS modules for seamless data flow and enhanced functionality.

• Companies Database:

  • Store and manage information about companies you're interacting with.

  • Tag companies based on their industry, stage of funding, and focus area.

  • Utilize filters to identify potential investors and tailor your outreach accordingly.

  • Pull company data into front-end views like Investor CRM, Sales and Marketing Database, and Customer and Collaborators Boards for comprehensive analysis.

Benefits:

• Reduced Costs: Eliminate expensive subscription fees and manage your CRM within Notion.

• Improved Efficiency: Automate repetitive tasks and streamline your workflows.

• Enhanced Collaboration: Work together seamlessly and share information with team members.

• Data-Driven Decisions: Gain valuable insights into your sales and marketing efforts.

• Increased Productivity: Save time and focus on what matters most.

ConnectOS is the perfect solution for:

• Startups: Manage your contacts efficiently and grow your business.

• Sales and marketing teams: Streamline your sales pipeline and close more deals.

• Entrepreneurs: Stay organized and manage your relationships with key stakeholders.