Coda – Small Business CRM Template

I was finding it hard to manage projects, invoices, and schedules so I made this doc. The best part? Just one click sets up the entire work flow you’ll need.

Get Coda Template

* Add your project types to the Project Types section
* Include any standard steps those projects have in the Templates section
* Add any new sections under the Projects folder based on your Project Types
* Add a view for the project type
* Filter that view based on the project type (e.g. Audiobooks)
* Add your revenue goals for each month in the Revenue Goals section