My dashboard doesn't have many of the features bespoke CRMs boast, like a customer help desk or robust team messaging tools. When creating my own CRM in Notion, I kept all of these needs in mind. To optimize your time and workflows, you should see data like your conversion rates, annual revenue from each client, and the average time you spend per project. For instance:įor leads, I have pitches, proposals, rate sheets, and other reference material for discovery calls.įor current clients, I store style guides and important client information.įor past clients, I include offboarding processes and requests for referrals/testimonials.įinally, your CRM should have analytics for a bird's-eye view of how your business is doing. It's easy to waste time crafting new proposals or testimonial requests from scratch, which is why I love having quick access to my most-used templates. It also helps you track touchpoints and action dates along your sales funnel, like follow-up reminders and scheduled calls.Īnd once a prospect has converted into a client, your CRM should store all their relevant information-like style guides and contract terms-so you know exactly where to find it.Ī good CRM will also save you time by storing templates for each stage of the client funnel. A useful CRM lets you add new prospects quickly, along with all their relevant information (like contact info, URL, and pitch guidelines).
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Ĭharles 4.2.5 released with major bug fixes and minor improvements. Ĭharles Security Bulletin for a local privilege escalation in Charles 4.2 and 3.12.1 and earlier. Ĭharles 4.2.7 released with minor bug fixes and improvements. Ĭharles 4.2.8 released with minor bug fixes. Ĭharles 4.5.2 released including new features, bug fixes and improvements. Ĭharles 4.5.5 released including bug fixes for SSL certificate imports. Read more.Ĭharles 4.5.6 released with minor bug fixes and patched security vulnerability. Ĭharles 4.6 released including new features and stability improvements. Ĭharles 4.6.1 released to fix Dark Mode support on macOS Read more. Ĭharles 4.6.2 released including bug fixes. Our best wishes to the log4j developers and everyone affected by this. In light of the current log4j2 vulnerabilities, we confirm that no version of Charles shipped or used any version of log4j and Charles is therefore thankfully unaffected by this issue. Ĭharles 4.6.3 released with minor bug fixes and Java 11 update Read more. For discussion on the latest changes to Charles, please see Karl’s blog.
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