C3 Sales Pipeline Pro
$59.00
A lightweight Notion/Airtable CRM with 8-stage pipeline, Fit × Intent × Engagement scoring, and weighted forecasting. PDF guide + migration paths from HubSpot/Salesforce.
Description
A lightweight CRM that works for founders and SDR teams
HubSpot and Salesforce are overkill for anyone not running 50+ deals with 5+ reps. Spreadsheets break at 15 deals. This template is the middle ground — a Notion/Airtable CRM opinionated enough to run a real pipeline, light enough for a founder or 1-3 person sales team.
What’s included
- 6-database Notion scaffold (Deals, Companies, Contacts, Activities, Notes, Documents)
- Airtable schema JSON
- Google Sheets version
- 25-page setup guide (PDF) — includes migration paths from HubSpot / Salesforce / Pipedrive
- Fit × Intent × Engagement scoring model — composite score 0-100 with routing rules
- Weighted forecasting framework — default probabilities, stale-deal discipline, forecast accuracy tuning
- 7 automation recipes — Slack alerts, stale digest, next-step reminders, win/loss triggers, forecast rollups
- 3 adaptation guides — agency, startup founder-led, solo consultant
- 4 illustration diagrams
Who this is for
- B2B founders doing sales themselves
- 1-3 person SDR/AE teams
- Services businesses running 10-40 deals in parallel
- Anyone migrating off an over-engineered CRM
Format
Instant download. ZIP (~140 KB). Lifetime access.
Pairs well with
- B4 B2B Lead Gen Playbook — the signal-based targeting + sequencing playbook that feeds this pipeline
- A7 40 Discovery Call Prompts — what to ask during Discovery stage calls
- C4 Client Onboarding System — what happens after Won
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