Sales CRM

A Notion-native CRM shaped around how founders actually sell. Seven pipeline stages (new, qualified, meeting booked, proposal sent, negotiating, closed won, closed lost) with a Clients database and a linked Decisions database. Every deal carries its own context, its own next step, and its own last-touched timestamp.

HubSpot wins for teams with an ops lead who enforces hygiene. Founder-led sales does not have that person. So the CRM ends up stale, the pipeline view lies, and the founder stops opening it. This template keeps the CRM inside the workspace the founder already opens every day. Same tab, same brain, no tool-switch.

Two databases. Deals holds each active deal with stage, value, owner, last-touched, and a link to the client. Clients holds the account record with stakeholder notes, past engagements, and tagged decisions. Views: Hot this week, Stale 14+ days, Proposal sent waiting, Closed this month, Lost and why.

A new lead gets a deal row. The stage column moves as the conversation progresses. Every call or email updates the last-touched field. On Friday the founder opens Stale 14+ days, asks the three questions (still interested, blocked by whom, decision by when), and either closes or nudges the row.

The first failure is pipeline stages that do not match how you sell. Fix: rename the stages before you use the template. "Qualified" might be "Kickoff scheduled" in your shape. The stage labels have to read like your Slack messages, not like a sales book.

The second failure is deals that sit in one stage forever because nobody is pushing them. Fix: the Stale view is the Friday ritual. If a deal survives two Fridays without movement, it either moves to closed-lost or gets a written reason to stay open.