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Small Business CRM and Project Tracker
Hi, I'm Maria! When I'm not at Coda, I run a consulting practice and narrate audiobooks. 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. Here's how it works: Add your project types to the section Include any standard steps those projects have in the section Add any new sections under the folder based on your Project Types Add a for the project type that view based on the project type (e.g. Audiobooks) Add your revenue goals for each month in the section 2️⃣ Creating a new project Add your new opportunities to the table Once you mark an opportunity as "Won," Coda will take care of the rest using a handy Coda will add the won opportunity as a Project in your Coda will automatically create the standard tasks from your You'll then see the project and all it's tasks in the appropriate project section Feel free to add any tasks in the project view You can also see everything in the section 3️⃣Logging income and expenses Once you send an invoice, click the button in the tab to log the invoice. Coda will automatically show you any overdue invoices in the table in the Once you have an expense, click the button in the section Feel free to upload an image of the receipt in the Receipt column Use the section to see all tasks due that week and any overdue tasks that need your attention Use the to see your progress toward revenue goals and revenue distribution Use the to get a high level view of your progress A few of the 25,000+ teams that 🏃♀️ on Coda. Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore. Find out how to Coda-fy your rituals.
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