Purpose-built Notion dashboards for auto and real estate sales professionals. Not generic templates. Real workflow systems designed for how you actually sell.
You're juggling contacts in your phone, listings in a spreadsheet, and social media plans in your head. Something always falls through the cracks.
Contacts in your phone, notes on paper, follow-ups in your head. No single source of truth for your pipeline.
You know social media drives referrals. But planning content while closing deals means posting disappears first.
Enterprise CRMs charge $50-200/month for features you'll never touch. You need simple, not Salesforce.
Every SmithWorkflow template is a fully functional Notion system. Here's exactly what you'll be working with.
☝ Auto Sales Dashboard — Includes lead pipeline, inventory tracker, test drive log, follow-up cadence, social planner, and commission tracker.
☝ Real Estate Dashboard — Includes active listings, buyer pipeline, open house tracker, social planner, referral tracker, and GCI tracking.
Track test drives, financing status, and inventory. Follow up at the right time with the right offer. Close more deals with less guesswork.
Track buyers, sellers, and listings in one view. Plan open houses, manage follow-ups, and never lose a lead to a forgotten callback again.
Yes — Notion has a generous free plan that works perfectly for SmithWorkflow templates. You won't need to pay for Notion unless you want extra features like unlimited file uploads.
Yes. The templates are designed to be customized. Whether you sell luxury vehicles, used cars, commercial real estate, or residential — the Setup Call tier lets us tailor every field and pipeline stage to your exact workflow.
That's exactly why the Setup Call exists. We'll walk you through everything on a video call, configure it for you, and make sure you're comfortable before we hang up. Plus you get 7 days of follow-up support to answer any questions.
Generic templates give you a blank canvas. SmithWorkflow gives you a complete system designed by someone who understands sales workflows — pipeline stages, follow-up timing, commission tracking, social media planning, and more. It's the difference between a blank spreadsheet and a tool built for how you actually work.
100%. The dashboards live in YOUR Notion workspace. You own everything. If you leave SmithWorkflow, your data stays with you. No lock-in, no exports needed.
Yes. Cancel anytime — no contracts, no penalties. You keep all dashboards and templates that were built during your retainer. We think you'll stay because the value is obvious, not because you're trapped.
Tell us about your business and which tier you're interested in. We'll get back to you within 24 hours — usually much faster.
We respond within 24 hours, usually same-day.
Ask questions, see if it's a fit. Zero pressure.
We'll tailor the conversation to auto or real estate.
Fill in the details below and we'll reach out to get you set up.
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SmithWorkflow gives sales professionals the structure they need to close more deals, without the complexity they don't.
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