If you're a small agency owner and managing multiple clients, companies and deals at the same time, you've probably experienced at least one of these:

• Forgetting to follow up

• Losing track of deal status

• Having contacts scattered across different places

• Not knowing the real value of your pipeline

So I built this Notion CRM to solve those problems.

Problem: Losing track of which deals are active vs closed

Solution: Change one status, everything (companies, contacts, reports) moves automatically between Active/Won/Lost views

Problem: Forgetting to follow up until it's too late

Solution: Health check formula flags deals as On Track, Closing Soon, Late, or Done based on expected date

Problem: Not knowing real pipeline value

Solution: Weighted value formula calculates expected revenue based on deal stage a "New Lead" worth $10k isn't the same as a "Proposal Sent" worth $10k