A Notion workspace bringing together BizFi.io's sales operations and development space
BizFi.io needed to organise sales operations and development work in Notion. The handovers bring tasks, opportunities, CRM, companies and finance together with development and documentation areas.
The starting point.
BizFi needed a shared entry point for sales activity and a development space with accessible projects and documentation. The challenge was to organise the different areas without spreading navigation across disconnected environments.
How we did it.
The Notion workspace was organised around a central dashboard and separate areas for tasks, opportunities, CRM, companies, finance and development. The handover combines operational links, resources and overview sections in the same environment.
What changed.
Central dashboard
Access to the main operational areas from one workspace.
Sales management
Dedicated areas for opportunities, CRM and companies.
Development space
A development section integrated into workspace navigation.
Financial organisation
Access to finance and an overview section.
Tools used
More case studies
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Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com