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Productive Dude

Productive CRM

Simplify the follow-up process and win more deals with Productive CRM.

One Time

$40
Productive CRM Feature
instant access
Secure Checkout

Overview

If you want to win deals, your prospect must know, like and trust you.

The way you get the prospect to know, like and trust you is through coordinated touch points.

The Productive CRM empowers you to execute your follow up strategy with success.

You can use the Productive CRM to:

  • Gather key information about your prospect.
  • Set-up custom follow up intervals.
  • Analyze your pipeline at a high level.
  • Even add headshots and notes for each individual prospect.

Included in the "All Access Pass"

Get all of my templates and access to my exclusive community and self study course.

Demo Video

CRM FI1

Not only will you get all the crucial features that every sales professional needs, but you will also benefit from Notion's customizability!

Not sure how to customize Notion? Don't worry about it. I've included video guides showing you step-by-step video guides on:

  • How to use the sales pipeline for teams and individuals.
  • How to add custom properties for your prospects.
  • How to add new follow up intervals with ease.
  • How to fight friction with the processing system.
  • AND how to use the template successfully on a daily basis.
CRM FI2

Timely follow up indicators help you keep a pulse on who needs a touch point!

Get insights into who's past due for a follow up, who's due today and who is upcoming.

Never forget a crucial follow up again.

Processing CRM

The biggest mistake when following up is not having the right information, that's why we provide you with a processing system that is built to help you ensure all the information that's necessary is filled out for each prospect. This means:

  • Phone numbers
  • Emails
  • Company details
  • Stage in the pipeline
  • Follow up intervals
  • and more!

Be prepared when you meet your prospect to close the deal.

Highlights

crm icon follow up system
Follow Up System
Create follow ups with various intervals and keep track of when follow ups are due so you can close more deals.
crm icon processing inbox
Processing Inbox
Ensure all contacts and companies get information inputted and nothing falls by the wayside.
crm icon quick capture
Quick Capture
Quickly capture information while your on the go or on your dedicated desktop/laptop.
crm icon track companies
Track Companies
Track companies and the prospects within them by connecting them.
crm icon pipeline tracking
Pipeline Tracking
Create new pipeline stages or utilize the stages given out of the box to track prospects from "cold prospect" to "deal won".

Included in the "All Access Pass"

Get all of my templates and access to my exclusive community and self study course.

Frequently Asked Questions

Do I get future updates?

Yes, if you purchase this template you will have access to a page in Notion that will have an updated version of Productive Brain when ever we release a new version.

Is this template included in the "All Access Pass"?

All the templates on my website are included in the All Access Pass, along with bonus course content and our exclusive Notion community.

Does this template work on mobile?

There are a few widgets that we created just for mobile within this template that make it easier to interact with the template on mobile.

When setting up the template for your first time and following the installation guide it's ideal to have 2 tabs open to be able to follow along with the video guide(s) that are included.

For heavy use, Notion is always better on a larger screen no matter what template or workspace you use. It will be more aesthetically pleasing and you'll enjoy all the benefits on a larger screen. I don't recommend fully operating this template from a handheld device, however, there are some neat features that allow you to use this template on the go when it makes sense to do so.

Does this template work for teams?

This template is built for individuals, however, the individual pages can be shared and adapted to teams if you know what you are doing in Notion.

Do you offer refunds?

If you purchase this template there's no way for us to revoke your access, therefore, we do not offer refunds. 

How can I contact you if I have a question about the template?

If you have access to all-access pass you can get priority in-depth help in our Notion community. Otherwise I recommend emailing any questions you have to hello@productivedude.com.

Included in the "All Access Pass"

Get all of my templates and access to my exclusive community and self study course.

Productive CRM

Simplify the follow-up process and win more deals with Productive CRM.

One Time

$40