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Personal & Business CRM Notion Template

Personal & Business CRM Notion Template

Regular price $15.00 USD
Regular price Sale price $15.00 USD
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Looking to organize and manage your contacts more effectively? This comprehensive CRM template is designed to help you track relationships, follow-ups, and important dates with ease.

This template combines the best practices of contact management with powerful Notion features. It helps you maintain detailed contact information, track interactions, manage events and reminders, and build stronger relationships with your network through an organized and intuitive system.

What is included?

  • Dashboard: Features a view of all of your upcoming follow up reminders, events, birthdays, and anniversaries, as well as your contact list by last name.
  • Contacts: The contacts page shows all of your contacts by last name, relationship, and location. You’ll see the follow-up reminders at the top. Each contact comes with over 30 properties like contact information, likes, dislikes, and connected databases.
  • Companies: See your contacts by company and see a view of every contact you have stored inside.
  • Calendar: The event calendar shows upcoming events. Birthday and anniversary calendars are shown based on a formula that displays the next birthday or anniversary.
  • Gift Tracker: Track gifts given to you and gifts you want to give to others!
  • Client Pipelines: Manage your client pipelines and see a handy chart of how many clients you onboarded or lost this month.
  • Notes: See all notes related to each of your contacts.
  • Quick Action Buttons: The template has quick action buttons for adding contacts, companies, notes, and more!

Template Tour & Tutorial: We highly recommend watching this tour before purchasing & using this template.

Disclaimer

  • This template is provided as-is; its effectiveness depends on how you design and utilize it.
  • The template includes one chart which means that you may need the plus plan in Notion to use it.

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FAQ

What is a Notion Template?

A Notion Template is a pre-designed layout in the productivity app Notion. It's customizable and can feature databases, kanban boards, and calendars to jumpstart your project or task.

Can I use Notion with a free account plan?

Yes, Notion offers a free basic plan that includes unlimited pages and blocks, share with up to 5 guests, and syncs across devices.

Missing the link to download?

If you have any trouble finding the link to the template after purchasing, please check our detailed FAQ here including a video guide.

How to download Notion templates?

Simply click the "Duplicate" button in the top right corner to duplicate the template in your own workspace. Make sure to check our full guide here

If you have trouble finding the download link after purchasing make sure to check our video guide in the FAQ here!

What is your refund policy?

Since our templates are digital products, all sales are final. No refunds will be given once the templates have been downloaded. But if you have any problems with the products, please don’t hesitate to contact us at organizednotebook.info@gmail.com if you need any help. We also offer FREE 15-min Coaching Session to assist you further!

What to do if I’m new to Notion?

Follow our Youtube channel for the best tips and tricks to get started with Notion!