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Digital Business System
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AI Client & Lead CRM for Notion – Follow-Up, Pipeline & Invoicing
A client-operations system built around Notion, lead capture and automated follow-up. This CRM concept brings leads, clients, projects, invoices and sales activity into one Notion workspace, then connects intake and follow-up workflows...
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Product specifications
BrandKrewness
CategoryDigital Business System
Product referenceKRW-NOT-CRM-AI
AvailabilityAvailable
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Your download link and license details arrive by email immediately after payment.
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Use the contact page and include product reference KRW-NOT-CRM-AI.
Product details
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A client-operations system built around Notion, lead capture and automated follow-up.
This CRM concept brings leads, clients, projects, invoices and sales activity into one Notion workspace, then connects intake and follow-up workflows through Tally, Make, Anthropic and Gmail.
Core CRM workspace
- Lead tracker and pipeline.
- Client tracker.
- Project tracker.
- Invoice tracker.
- Sales tracker.
- Setup guidance for the Notion workspace.
Automation workflow described by the source offer
- Tally lead-intake form connected to the CRM.
- AI-assisted first follow-up after a lead submits the form.
- A scheduled follow-up workflow for leads that have gone quiet.
- Prompts tailored to business tone, services and customer context.
- Email delivery from the connected business Gmail account.
- Make.com used to connect the workflow between services.
Service requirements
This is not merely a static template: the source listing describes a personalized implementation that requires account access/configuration and ongoing third-party services. Anthropic API usage can create separate usage charges, and the buyer needs compatible Notion, Tally, Make and Gmail accounts.
Digital/service product. No physical item is shipped.
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