Startup Cockpit: OS + CRM

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Welcome to your Startup Cockpit OS + CRM – your all-in-one workspace to run goals, sales, finance, and projects in one place. For BtoB product, service or SAAS.

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Package content:

Step 1: Set it up!

✅ Customize your Company goals

✅ Add your Product catalog, Pricing plans & Tools

✅ Import your Companies & Contacts

Continue by checking the following databases, where you can import or add the contact details of your targets, customers and partners:

Companies

Contacts

Check the different properties to fit your business: Companies type, subtype, activities, industries…

Step 2: Tailor it to your business

🔧 Adapt the Tasks & Projects templates

📊 Configure your Dashboards (Startup, Product, CRM, Marketing, Finance)

👥 Invite your team and set permissions

Step 3: Define your objectives

🎯 Set your Startup OKRs (Objectives & Key Results)

🔗 Link Sprints & Projects to your Key Results

💼 If you’re using the CRM: create Sales Objectives & KPIs (Leads, In progress, Won, Lost, Revenue)

Sales objectives & KPI

⚡ Superpower your business

Boost your Startup Cockpit with the CRM Marketing + Sales module.

With this add-on, you unlock:

A rich B2B sales pipeline to manage every opportunity from lead to close.
Contacts & Companies databases connected to your deals.
Marketing dashboards to track campaigns, LinkedIn, and email nurturing.
Sales objectives & KPIs to measure progress in real time.

👉 Designed for founders who want not just to organize, but to grow revenue faster.

👨‍💻 About the author

I’m Charles. After 20 years in tech, 8 as a sales director and 3 startups built, I always struggled to find the right tools to run a business the right way. So I designed this cockpit: a complete Notion system gathering everything I wish I had when I started. I’m happy to share it with you 😊