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Optimize your client management process with this CRM Workflow template, structured for HubSpot, Notion, and similar platforms, covering pipelines, stages, and automation tips.
The CRM Workflow (HubSpot / Notion) template by AstoriaDesk provides a structured, easy-to-implement framework for managing customer relationships efficiently. It includes complete pipeline layouts, lead stages, deal tracking methods, automation sequences, follow-up scheduling, and performance tracking strategies. Whether you're using HubSpot, Notion, or another CRM tool, this template helps organize contacts, streamline operations, and accelerate conversions with clear workflows and proven best practices.