CRM Teamspace - Trading Education Agency Business Planner

Enhance your trading agency‘s business operations, marketing strategies, resource management, and educational services with this organized Notion workspace template.
Product Details:
This template is specifically designed for multiple users, unlike other templates intended for single use. The interfaces, filters, and databases have all been configured to support this multi-user functionality.
CRM
Clients: Store your customers' personal informations: languages, social accounts, contact emails, phone numbers, and photos as well. With a well-designed gallery view, you can easily read all the details for each customer through their individual cards.
Contracts: Assign a contract to each of your customers to track their terms and statuses. Attach any files, or add linksif you are using external apps or websites for invoices. In advanced databases, you have the flexibility to monitor all these operations through table views. Alternatively, if you prefer, you can leverage the calendar view to visualize the contracts organized by their respective dates.
Invoices: Based on the contract with your client, you can monitor the payment schedule, whether it's a lump sum or installments, according to the specifics you have arranged. While the calendar view provides you with a bird's-eye perspective, the 'Past Due' tab allows you to effortlessly track overdue invoices, and the 'Upcoming' tab keeps you informed about forthcoming payments.
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