Name: All-in-One Business Operating System: CRM & PM (Notion) Word
Brand: Flevy
SKU: 12346
Price: 97.0 USD
Availability: InStock
Author: Venactis

All-in-One Business Operating System: CRM & PM (Notion) – Word DOCX

Word (DOCX) + Zip archive file (ZIP)

2 Pages

$97.00

20+ years in international BD across regulated sectors | EU AI Act compliance tools and revenue protection frameworks

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Fully editable Word

Free lifetime updates

Trusted by over 10,000+ clients

TARGET OPERATING MODEL WORD DESCRIPTION

Business Operating System Template (docx): CRM, Project Management & Finance Tracker in Notion. Includes AI prompts, Python scripts, and legal templates. Download now. All-in-One Business Operating System: CRM & PM (Notion) is a 2-page Word document with a supplemental Zip archive file document available for immediate download upon purchase.

A complete business operating system built in Notion for consultants, solopreneurs, and small teams (1–10 people). Replaces 5+ SaaS subscriptions with one connected Notion workspace running entirely on the Notion free plan.

WHAT'S INCLUDED:
8 Connected Modules: CRM & Client Management, Project Management, Task Manager, Invoicing System, Finance Tracker, Content Planner, Document Library, Business HQ Dashboard.

Also includes: 60+ AI prompts for proposals, follow-ups, reports and strategy. 4 Python automation scripts (importer, invoice generator, financial reporter, CRM automator). 11 legal document templates (English + Spanish). Full implementation guide and Quick Start (10 minutes). Works on Notion free plan – no per-seat pricing.

WHO IT'S FOR: Consultants, coaches, freelancers, small agencies, and solopreneurs replacing Asana, HubSpot, and QuickBooks with one free Notion workspace.

ROI: Save 5–10 hours per week on business administration from day one.

NOTE: This listing includes two files. This primary document is a complete overview and specification. The full working product – 8 Notion JSON templates, 60+ AI prompts, 4 Python scripts, 11 legal document templates, and all guides – is delivered as the Secondary Document (ZIP file). Download both files after purchase.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Target Operating Model, CRM Word: All-in-One Business Operating System: CRM & PM (Notion) Word (DOCX) Document, Venactis

ABOUT THE AUTHOR

Author: Venactis

Additional documents from author: 4

Terms of usage (for all documents from this author)

20+ years in international business development across regulated sectors (Pharma, Biosimilars EU/US). Specialist in EU AI Act compliance, licensing deals, due diligence and regulatory frameworks.Creator of operational toolkits for AI compliance and revenue protection.

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All-in-One Business Operating System: CRM & PM (Notion) – Word DOCX

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TARGET OPERATING MODEL WORD DESCRIPTION

ABOUT THE AUTHOR