A lightweight CRM that tells you which deals need you today and helps you keep relationships moving forward. Track touchpoints, manage contacts, and forecast the month from one focused workspace.
Deals don't die from bad pitches. They die from silence. This template is built around follow-up: every deal carries a next step and a date, and anything that slips gets flagged automatically.
What's inside
Up Next — See which clients or deals need your attention, with notes and next steps from your last engagement.
Touchpoint tracking — Log a touch with one click. It stamps today's date and books your next follow-up per your cadence.
Contact management — Contacts are their own linked records. Each card rolls up deal count, total won, and last touch, so returning clients never start cold.
AI that keeps your workspace current — Fill in your Sales brief and it becomes the context your AI reads. One click gets you a report on what's overdue, what's gone quiet, and which deal is stuck.
Exclusive forecast tool — A custom interactive forecaster built for this template. Enter what's committed, likely, and possible, and it returns your floor, likely, and upside — plus the gap to your target.
Works on any Notion plan.
Instant delivery — your duplicate link and quick-start guide appear immediately after purchase.
Questions? hello@ghostbrief.co
