Get a 360 view of all of your interactions with your customers & clients in one place, Keep track of sellers, buyers, properties, tasks, and communication inside an integrated system, The modular structure makes adding new databases to capture extra information straightforward, The team member's summary page template gives each team member an uncluttered view of everything that they're working on only, Quickly schedule showings with drag & drop, inside the dedicated scheduler page, Update your CRM from anywhere, thanks to Notion's online storage, Meetings (for tracking your meeting notes and dates). Replace expensive CRM software like Salesforce, and adopt one of these easy-to-use Notion templates to organize all of your contacts - regardless of what industry you're in! Templates Available Here: Advanced CRM Template Todays human resources teams dont just handle payroll, onboarding, and off-boarding. Become a better networker with this CRM template 8. A standard operating procedure (SOP) outlines how things at your company are done. Wohoo! A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. - YouTube 0:00 / 8:38 #notion #personalCRM I Built a Personal CRM on Notion (template included)! Free Notion templates to get you started with Notion. We curated a list of the 8 Best Notion CRM Templates for client management & personal use - take a look. It has a Sheets template which connects with other Google Apps. New member discount! Table view in Notion makes it easy to list and view all the items on your CRM in one place. Really impressive database for managing the contacts and your relationships with people. Buffer's OKR. Our WordPress Hosting is Provided by WPEngine. On the template page, click "Duplicate" to bring it to your Notion. Notion as a CRM is one of the best options when you are a solopreneur or entrepreneur with limited managing resources. 5. Notion CRM Templates Whether you're an entrepreneur, salesperson, or individual looking to manage your network, having a proper CRM system is key. Simple CRM (Notion CRM Template) This simple system will allow you to track when you need to reach out to every important person in your life. Overall, it is one of the best lightweight CRM templates for starters who need no advanced features. Read moreabout our affiliate disclaimer. This easy-to-use CRM system allows you to track each deal in your organization, connect them with contacts involved, and tie in action items! I use this I use something else There are about 21 features that make up a comprehensive CRM software program. Generate new leads, track your customers, and set up your pipeline stages with this one-page CRM template! Lets look at how to use it as a CRM dashboard. SaaS metrics dashboard template 2.0 The template features dedicated sections to manage your business with sales, companies, contacts, and much more. This website is not produced, supported, or affiliated with Notion Labs, Inc. Best Notion Deadline Templates To Help You Do Projects on Time, Notion Templates Black Friday Sale [2022]. 9. Moreover, you can use it on multiple devices and easily add your teammates to create an engaging and shared database. Logo Brand Management Studios Identity Branding Gridfiti is supported by its audience when you buy something using the retail links in our posts, we may earn a small commission at no additional cost to you. 4 different workspaces for different objectives. You may want to incorporate the mini-CRM with an automatic back-end (such as by using Zapier or Integromat), so this mini-CRM fits seamlessly into your Notion solution. Notion templates are made to help you boost your productivity and organize both your personal and professional life. I do not need 2 way sync: just being able to send all my current Google Contacts in Notion once, and after a one-way connection Notion to Google Contacts is enough. With the OMDT Template, recruit without headaches and easily maintain the A-Player culture that fits your Dream Team! This template is perfect for organising your staff performance review process. Something went wrong while submitting the form. Check out our post on the best Notion CRM templates you can use for your business or personal life! Check out our post on the best Notion CRM templates you can use for your business or personal life! Explore her workspace, featured in our video story, "The Search." Inside, you'll see how she manages both her personal habits and her startup OS in Notion. Press Esc to cancel. Designer portfolio Notion Designer portfolio template A portfolio for designers or product managers, where you can showcase your featured projects, about section, and links to your social media. Parameter is a blog about Technology, Productivity, Templates & Inspiration. All-in-one systemized Notion dashboard. Sign up for Notion here! 1. Copy my pre-made Template by clicking the button below (or going here) then clicking "duplicate" in the top-right corner. But with few useful prompts to get you started, it can be much easier to reflect, take note, and make a plan for the future. Check out our notion template crm selection for the very best in unique or custom, handmade pieces from our templates shops. The Best Free Notion Templates for Tasks, Projects, Notes, and More Notion Templates Notion is a powerful tool, but it starts out as a bit of a blank slate and can be a bit daunting to set up. Keep your personal relationships strong and thriving with this personal CRM template designed to serve up automatic reminders to connect with friends, family and colleagues, track birthdays, save contact info, and help you remember where and how you met each person. Learn Notion and discover new resources on our blog. Example Agreed Upon Procedures Report . Track sales leads from enquiry through to sale. #notion #template #crm #contacts Find this Pin and more on Notion Templates & Ideas by Gridfiti. SMART goal planner. Investment Memo Template Resources List Start your raise today! Notes can be tagged by meeting type to make them easy to find. Theyre usually conducted at specific times throughout the year; often quarterly, bi-annually, or annually. The companies section helps you add client and company-related information such as the name of the company, user pages, and important notes. Manage candidate progress across the entire hiring cycle for all your open roles. Full Projects CRM; Kobun Soto's workout calendar is not just meant for working out. Notions kanban-style board makes it easy to track your sales pipeline, and its flexibility means you can tailor it to your specific needs. For us, that's extremely important because half our team is remote. Example Lab Report. Best CRM Templates for Notion Advanced CRM Advanced CRM Our score: 98 / 100 A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. Use this template to capture notes from all meetings in one accessible spot. We only recommend products we would use ourselves and recommend to our friends and family. More like this Bullet Journal Ideas Pages Bullet Journal Inspiration School Template Notes Inspiration Aesthetic Template Studying Inspo Good Notes Both free and paid options of the best Notion templates for business can be found below! SEO Operating System 3. I have many engineers to hire this year and no hiring team yet. Example 409a Valuation Report. Here are over 290+ different FREE templates for Notion users. to give every teammate space to show off their personalities. Your email address will not be published. Related Post: Notion Templates for Startups. The template is structured like a traditional relational CRM, while including a separate, yet connected databases for sales, companies, people, meetings, and products. You can manage all your contacts and histories in worksheets. One of the prime factors of doing a great business is continually establishing a professional relationship with your customers to manage them and increase sales. Having worked as a Salesforce Administrator for over 3 years, this Notion CRM Template creator replicated the type of structure that you'd see in a traditional relational CRM e.g. Example 23andme Report. Your email address will not be published. Notion is a workspace that adapts to your needs. Also, we can still edit and customize these to our heart's content. Be the first to find out when new notion templates are added to our library. Imagine having hundreds of clients and creating paper files or excel sheets to withhold all the business information with them. Notion is the one of the best apps to organize your whole business. Notion is a valuable asset for any Human Resources department looking to improve its productivity and effectiveness. After you purchased the template you will get a link to the Notion workspace. 8. It views working out as a holistic activity, so it's integrated into a life planning template to help you view it from a broader perspective. Ability to add new contacts and store client contact information. One-time payment. Create docs, contracts, and notes and manage them in different notebooks. Human resource management could be a complex task managing all the resource, handing multiple databases and process workflows all together. You can collaborate on it! From scheduling training sessions for new employees to measuring employee satisfaction, this lightweight training management system will help you manage every step of your employee training and development programs. Capture and manage your products. This CRM template gives you that, along with the probability of closing the deal. This would be useful for a creating a small CRM. Many people use SMARTsmart, measurable, actionable, realistic, and time-boundas their framework. The Notion Freelancer Pack is a template pack, a system that has everything you need to successfully start, run and manage your entire freelance business from one place. Customizable, scalable, out-the-box workspaces for every type of freelancer. Simple Notion CRM Template A lightweight alternative to CRM software, built in Notion Do you use Simple Notion CRM Template? One of the best features of Notion.so is its templates. This is a kick-ass and aesthetic sales management system that centralizes all your clients, orders & products into your digital workspace. How To Master The Time Blocking Technique Using Notion, Best Notion To Do List Templates for Your Daily Tasks. notionzen recommends this template because it includes all of the features you'd need to stay on track and manage academics for affordable pricing. Notion's ease of use is one of its hallmarks. A database for all contacts that matter ; Catch up frequencies to automatically calculate when it's time to reach out ; Birthday reminders to never forget a birthday again ; Contact template to keep notes of important information ; Moments database to store memories and plan future ones ; Guide to help you build meaningful relationships with close friends ; Hand-picked resources on how to build meaningful relationships ; A complete tutorial on how to use the template, Remember to stay in touch with the people that matter, Assign different frequencies to different people within your CRM, Automatically generate the next time to reach out. This is your all-in-one Notion Project Management template for your team. Interviews are an essential part of the recruitment process. Required fields are marked *. This talent agency CRM simplifies the whole process of pitching your talent by allowing you to embed their viewership metrics, channel genre, and more! More Info & Download. I'm a Customer Relations Manager, and I can assist you in setting up a unified workspace where all the various components of your daily tasks . I dont have the time to set up a professional hiring tool, and HR will change our system anyway when we bring them on board. Open any page in the Applicant tracker to see the candidates information, important documents, notes, offers, next steps, and more. A performance review, also known as a performance appraisal or employee evaluation, is a kind of assessment where an employees job performance is evaluated. . Vote. SMART Goals Tracker. A list based on our community, research Notion Starter Pack, Worksuite Notion Template, Wannadocs, NotionForms, Bobby, Outflow, and Time Up Notion Template. Hotswap's CRM The next on our list is Hotswap's CRM template which is a Notion CRM template for your professional needs and business. A performance review, also known as a performance appraisal or employee evaluation, is a kind of assessment where an employees job performance is evaluated. This template is perfect for organising your staff training schedule. Pros & Benefits: 3. Midnight Library Notion Book Tracker Template. Everything you need to start, run and manage your entire freelance business from one place. It features automatic reminders that help you connect with your friends, family, and colleagues on important days and updates in your life. The template features dedicated sections to manage your business with sales, companies, contacts, and much more. By proceeding, you authorize THE BUILDER LAB (associated with Notion Trackersuite) to charge your payment . Import and autofill customer data into the database. What are the best Notion CRM for Builders alternatives? Content Creation Hub (Notion dashboard templates) This Notion template provides an amazing tool for designers. Believer in Open-Source Software, Blockchain Technology & a Free and Fair Internet for all. This CRM comes with a pipeline database, a projects database, and a tasks database as well as a project calendar view. 10 Best NOTION Templates for 2021 225,009 views Jan 25, 2021 2.9K Dislike Share Save Keep Productive 315K subscribers Join Subscribe Notion templates can help save you time, effort and. The Client Hub brings everything related to your clients and their projects into one workspace for your team! We call our employee directory a people directory because its all about the people. While SOPs can be used for many different functions, the best have a few things in common. Modelled after Salesforce, this template sports over 7 databases built as robust CRMs. Stay on top of all your job candidates by keeping track of their current status, next point of contact, reference check, and more. If you are curious to find out more about what they can do for you, here's a list of the top 10 best Notion book list templates. Move old conversations into the archive as you create more. Notion tools & widgets to spice up your workspace. This template is perfect for organizing your employees needs into a central staff manual. Now that we know how to use Notion as a CRM, lets take a look at some of the templates that can help you get started. Get best practices, tips, tricks, and workflows for creating, repurposing, and marketing your content all in one package. Report-example . More Info & Download. Be a better recruiter and hiring manager with this Notion template. For designers, developers, and creative entrepreneurs, this all-in-one template includes a CRM framework for clients, while also providing a full hub for you to run a successful business. You'll love to manage your business using CRM tools like Bitrix24/Notion, Taskade or maybe you already started and you need someone to help you with major / minor setups like automations, integrations, KPI, Dashboard, Form etc.. Buyer persona, Empathy map & Customer journey 4. Business Model Canvas & Lean Canvas Templates 5. All the most relevant results for your search about Notion Templates Crm are listed to access for free. Of course, a straightforward way to maintain a light-weight CRM is to use Excel or Airtable. Advanced CRM | Notion Template This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. This template is mostly for freelancers with an hourly rate. The next on our list is Hotswaps CRM template which is a Notion CRM template for your professional needs and business. Each ticket comes with 25 properties including assignee, client, progress overview, priority, and more. Get the full Notion pack. Marketed as the perfect tool for those who want to sell on Twitter, this template has everything you need for managing relationships, crafting the perfect tweets, and ultimately, selling products. Weve outlined them here, so your team can customize this SOP to meet needs across departments. Time tracker for Notion. This template provides an all-encompassing system for organising and monitoring employee development and feedback. The best Simple Notion CRM Template alternatives are: ClickGum, Notion Forms, Notion Starter Pack, apideck, Notion Ecommerce Business Kit. Let us know down in the comments below! Get project scope, meeting notes, and a full fledged client portal all centralized in one place. You have joined our weekly newsletter. Shayla Herrington Free Notion Wedding Planning Template. It's as minimal or as powerful as you need it to be. Having a CRM is also good for personal use - to maintain great relationships with people who matter to you. 2. Don't ever forget a birthday again. If you need to save some extra time there and want to start using Notion as CRM software right away, check out three of our handpicked, best CRM templates below. With employees in 16 time zones, transparency is core to Buffers culture and operations, guiding how people work and collaborate. A job description is a detailed summary of a role, where an employer describes the responsibilities, tasks, qualifications, and requirements needed for that position. Notion Design Templates 1. You can add people's contact details, the area of interests, contact dates, birthdays, so that you'll be reminded, etc. Just fill the time gaps, and template will automatically count your payment and percentage of a goal you've set. CRM Template 2.0 pro access This is a Pro Template; unlock it & 40+ Notion tools with Pro Access. In addition to all these, you also get a pain and gain section that helps you add pages with information that you need to work on to better the relationship with the clients. While the CRM fields allow you to powerfully sort, filter and segment your database, they aren't the best place to write long-form comments, notes or leave rich text information about a contact. C.v Examples. Dust off the age-old employee manual for todays modern workforce! Similarly, the companies, meetings, people, products, and opportunities sections give you a similar layout to manage your business efficiently. Your free bundle is on its way to your inbox. Privacy Policy | Disclaimer, The 13 Best Notion CRM Templates for Personal, Client Management & More, The Best Notion Templates for Real Estate, Advanced CRM Template with Ongoing Support Package, Advanced CRM Template + Client Tasks & Communication Bundle. Purchase this Notion Building CRM template and save yourself hours of time in trying to build your own builder CRM. 20 Best & Free Notion Templates for Personal use 20. SMART goal planner. Here are four Excel dashboard templates that help you track revenue as your business grows: 8. It is a delicate exercise, which may require some preparation. Use code SALE40 for 40% off. 1. Build durable and long-lasting habits with this Notion template. In this collection, I share carefully designed, battle-tested templates for note-taking, tasks, project management, and more. By using Notion to build your ATS, you can create the custom recruitment system that you need in your favourite tool. You can use it to create an engaging, organized, and easy-to-use simple customer relationship management (CRM) dashboard that helps you manage your clients better. But it could be also helpful for other categories, for example for people, who are . 11 Best Notion Templates for Personal Use Notion, a modular productivity app, is witnessing a surge in its user base, as noted in its recent valuation. Use the Add 11 button to generate a new meeting template whenever you need one. You can easily clone the whole package into your own Notion space and start right away - and the best part. Streamline, organize and optimize your employee onboarding experience all in one place! Share with us! Not all CRM templates are designed to help you manage your business; CRM dashboards are perfect for individual and personal use too. Thank you! No recurring fees. One-click to duplicate the template. Example 8d Report. This is where I come in. I built this template so anyone from my team can add and manage the interview part of the recruiting process for engineers. An advanced CRM system, based on popular real estate CRM software. A consulting CRM can be used to manage customer relationships in your business. Making great use of Notions Kanban board view, see your ongoing deals and the people involved, at a glance. Free for personal use, students, and educators. Here are some tips on how to use Notion as a CRM more effectively using the database blocks. Anyone on any team can contribute directly to the hiring process. If youre in the recruitment business, you know relationships with both employers and candidates are everything and with Recruitment CRM, track them all in one place with this simple template! Customer relationship management (CRM) is a digital process that helps organizations identify and understand the needs, wants, and expectations of their customers. Instead of using a separate HR tool, we use a database in Notion with custom properties (birthday, office pets, etc.) Notion can be used as a simple CRM for your business (managing clients) or personal use (managing contacts like friends and people). Here are 30 HR templates for Notion to get you started. If you want to set SMART objectives of your own, this tracker will help you keep an eye on them. A simple setup with no learning curve or training needed. Become the agent with the best memory with this advanced real estate CRM template for Notion! You can configure your board based on the Status to see how many prospective clients have turned into leads, qualified, or closed deals. More than 40+ ready-to-use templates for your freelance business. The best Notion workout templates. It is much like a summary table where the entries are available from the birds view. {{cta-1}} Free Notion Business Templates. Buffer's OKR is an ultimate scheduler template to set ambitious, long-term goals with measurable results. The simplicity of adding or editing a page has helped the HR team collaborate and ensure content is always up-to-date. Brand Assets Notion Brand assets template Keep track of brand assets like logos, images, and fonts. Instant access after purchase. Included in this template are several unique properties, two database views, and a Formula to determine the next follow up date from the last contact made. Setting goals is a good idea if you have lofty ambitions for your photography. Be a better recruiter and hiring manager with this Notion template 10. It makes it super-easy to management everything from one central location and it can also integrate with other apps such as Google Suite, Dropbox and so on. For you to feel good and use the time in the right direction, you must have a system that helps you move forward not backward. Its frequently referenced by new hires and tenured employees alike. So much effort goes into finding the best candidate that when you actually find them, you sometimes have to scramble to prepare for their arrival. 17. 3. Notion can be a valuable asset for any Human Resources department looking to improve its productivity and effectiveness. When you are working on yourself, time and productivity are important. Clever use of relations, rollups and formulas for insights. Its all about getting to know the candidate as well as possible in order to know if he or she corresponds to your expectations. Clever use of relations, rollups and formulas for insights. Capital Raising Toolkit 8. Use this template to market your creative professionals and have an interactive talent roster that you can share with anyone. Lightroom is our favorite tool for post processing but when you are editing a lot. The template is structured like a traditional relational CRM, while including a separate, yet connected databases for sales, companies, people, meetings, and products. Get Planning Template. Manage your clients orders to never miss a thing. notionzen readers can buy this template at an even lesser price by using the coupon code " notionzen ." Get The Ultimate Student Hub Template More Notion Student Templates Notion University Template Time tracker for Notion helps you to keep track of your time. Here are 30 HR templates for Notion to get you started 9.Continuous Performance Management System, 16.Notion Job Interview Questions Template, 17.Notion Employee Training Management Template, 1000+ Best Free Notion Icons & Icon Libraries (Aesthetic, Minimal & More), Notion vs Todoist: Which is App is Best? Theyre also responsible for a wide range of projects and internal processes to ensure the success of every employee. Stay in touch with contacts that matter more often with this personal CRM. The 40 Best Notion Templates for Students, The 10 Best Study Websites & Virtual Spaces, 20+ Aesthetic & Minimal iOS App Icon Packs, 2022 Gridfiti Inc. All rights reserved. Related Post: The Best Notion Templates for Real Estate. Life is busy, and with so many people from so many different aspects of life, it can be hard to keep up and stay in touch. It consists of two databases: People (to manage your relationships) Meetings (for tracking your meeting notes and dates) Template available here Build meaningful relationships - Personal CRM Template Goal-Project-Tasks Template: Bringing plenty of people to work together on a single project is already a daunting task on its ownit only gets harder when you make them work on multiple projects.Notion's Goal-Project-Tasks Template helps you manage which tasks each employee is working on, saving you the headache of having to do that on your own. Related Post: Notion Templates for Freelancers. Copper Google Sheets CRM (Best Google Sheets CRM template overall) Copper is a CRM system made entirely for G Suite. Eat better and healthier meals with this Notion template. Track leads, and manage customer pipeline. You can use it manage projects, hiring policies, communication with your team, recruitment, on-boarding and staff training. The 8 Best Notion CRM Templates for Client Management & Personal Use. 0 comments. Track ongoing conversations with clients. How To Setup Notion as a CRM. The template provides a full view of all interactions with your customers and clients in one place, as well as integrated trackers for sellers, buyers, properties, showings, tasks and communication, and more. You can create one yourself, but if you want to save time, you can always rely on the 3 best Notion CRM templates we shared in this guide. Customer Relationship Management - CRM Customer Relationship Management - CRM CV Template . Get fit and healthy with this workout template. Regular professional development plans and updates are useful references when it comes to discussing promotions and pay increases. Check out our crm notion template selection for the very best in unique or custom, handmade pieces from our shops. To keep you more organized and focused. Self reviews are hard. Hi, Is there a python tool to connect Google Contacts with Notion ? Separate leads by several different types of photography categories, forecast rates, track locations, and book in upcoming client shoots! Beyond that, use the opportunities view to tie yearly and monthly dollar values to each contact, and easily prioritize high ROI relationships! Capture and Manage your Sales in Notion. Start your Notion journey with a collection of 7 beginner templates. Initially, Notion made the software. Save my name, email, and website in this browser for the next time I comment. You'll find templates for pretty much every usecase and need such as: daily task management, project management, notes templates and journaling, budget and personal finance tracker, habit tracker and many more. Become a better networker with this CRM template. Sign up for our weekly newsletter and receive free Notion templates, free resources, access to the community, and more! If youre looking to build an applicant tracking system in Notion for your recruitment agency, youre in the right spot. Assign interviewers and write out interview notes directly inside each candidates page. You can track your diet and training sessions together for working out, which . This design enables you to get a 360 view of your prospects, as you'll link all of your records of various types to the same page for your prospect. And if you are looking to go further with Notion, don't forget to check out our marketplace for more Notion templates, and read our selection of the latest best Notion templates. What to Expect from this Free Personal Use Notion CRM Template: What are your thoughts on these Notion CRM templates? Notion can be used for anything and everything,and one of its best features is the database tool. Take notes, set reminders, adjust frequencies, create tags, and more with this simple personal CRM template from The Notion Bar! 8. The Ultimate Book Tracker. The Startup Fundraising Toolkit is a premium template for any company looking for a robust, efficient, and user-tested fundraising system. Pros & Benefits: 2. Copper gives you opportunity dashboards. Pod Stack Relatively, this CRM template on Notion is also much easier to understand than most other complicated CRM templates. Weve curated the best Notion CRM templates to use, which have all of the under-the-hood work already done for you. Type above and press Enter to search. Find Notion templates for every need and maximise your productivity. This template is any photographers best friend for generating new leads, and nourishing existing client relationships! Give back time to your HR team with this candidate portal. Twitter BookMarks Manager (Notion templates personal dashboard) One of the most important parts of fundraising is building great relationships with, well, the people who provide the funds and this template will help you do just that with its dedicated investor CRM feature! aNotioneer Advanced CRM for Businesses The best way to describe this advanced CRM template by aNotioneer is a simplified Salesforce. Editor-in-Chief of Parameter and founder of Kooc Media, A UK-Based Online Media Company. Here's how you setup Notion as a CRM in the 1-click easy way: Create a Notion account. Use the Notion . Get productive and organized with premium Notion templates. Free Notion Template: Personal CRM With Follow Up Dates Red Gregory Keep track of professional and personal relationships with this minimal CRM template for Notion. Efficiency is crucial when you are a solopreneur or an entrepreneur who has to manage the entire database and business by yourself. This business CRM template comes equipped with a full database to log previous interactions with your network, organizations theyre a part of, contact info, and which stage of the business relationship youre at with them! Notion comes with some database blocks that can help you efficiently manage your contacts. The Advanced CRM template by aNotioneer is perfect for those who looking for an advanced CRM with dedicated sections for sales, companies, people, meetings, products, reports and lead re-engagement. Consumer 2 Creator Lab 6. It includes separate but connected databases for sales, companies, people, meetings, and products. 2. Whether youre a business owner, realtor, or individual looking to manage your network and friendships, these CRM templates are easy to use, and will help you organize all of your contacts regardless of what industry youre in! Start, run and manage your entire freelance business from one place. Tickets. The Figmanual is a one-stop resource for company information and policies. (8 reviews) $ 49.00 View template Notion Planning Template for Academics and Students This template is a quarterly planning and goal-setting guide for academics and students. Camilla's workspace Camilla Alvarez represents all the founders nurturing a growing startup as well as their own healthy personal lives. Use this template to track goals for your teams skills and knowledge development. Free Notion Templates for Project Management. Track your sales and make prognostics. By notion Everything Task and Project Management System Notion Template Manage all your projects and tasks in the most organized and efficient way possible. You can use code. I Built a Personal CRM on Notion (template included)! Get Hotswaps CRM Dashboard Template on Notion. How To Check Word Count in Notion [Easy Way], Best Notion Resume / CV Templates To Impress Potential Employers, Dedicated sections for sales, companies, meetings, people, products, and opportunities, Well-designed parameter set to meet most of your management needs in each aspect of your business, A pre-made workflow structure to personalize and make changes as per your needs, Added sections such as lead re-engagement, team member dashboard, calls, reports, and more, Schedule your meetings, add teammates, and direct assignments through this single advanced CRM dashboard, A dedicated kanban view to show you the summary of sales based on product lead, qualified and closed, Store the company/client information based on the name of the firm, contact, and related notes, More detailed information on the customer or client, such as background information, history of interactions, and request/action items, A pain and gain section that helps you add pages with information that you need to work on to better the relationship with the clients, Automatic reminders to connect with friends, family, and colleagues, Add birthdays to the built-in calendar section and get on-time and recurring reminders, Add contacts to your CRM dashboard like a phonebook, Pen down your important notes, conversations, and more that matter the most to you, Let close people in your life know everything by adding them to your CRM dashboard. Create meetings with your contacts for discovery or follow-up. This simple system will allow you to track when you need to reach out to every important person in your life. The master tickets database is at the heart of this template. Get Landmark OS CRM Preview Not all leads are created equal. The sales dashboard is presented in the kanban board view which helps you with quick access to the summary of the sales dashboard, such as company name, point of contact, email, phone number, and even priorities. Build durable and long-lasting habits with this Notion template 7. For instance, the Notion Personal CRM Template by Hugh is perfect for managing important days, events, and updates in your life. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me. . What if youre already using fully fledged CRMs like SalesForce or HubSpot? Contains 30 templates, ready to use. As a manager, you can use this template to organize all of your running 1:1 docs with your direct reports. Set up your pipeline stages according to your process, and start dragging and dropping across stages. You can also easily view your upcoming meetings and appointments, just like you would with Google Calendar or any other calendar tool. From the famed Arkansas wedding photographer, Shayla Herrington, comes this free Notion wedding planning template. This template takes full advantage of the automatic and relating features Notion has to connect and organize everythingyour tasks, projects, areas, goals, ideas, and notesuntil all the questions and jumbled-up thoughts in your mind make perfect sense! Bundle will be delivered to your email address. This template is perfect for organising your job description information into a single-pager. This template is fully customizable to your needs! It also features a wedding countdown that will countdown the days, minutes, and seconds until your big day! Do you have any other recommendations for Notion CRM templates? Salesforce (although obviously, it's a lot more simple). Notion Templates $ 29 Access to all Notion Templates Download now The sales section uses a kanban view to show all your entries with multiple tags such as qualified, unqualified, negotiating, contract issued, and closed won. This template is a fully customizable and aesthetic Notion Dashboard. Additionally, build sales proposal templates and take second brain-style notes with this all-in-one freelancer CRM workspace! This template replaces Workable, Lever, and all very expensive applicant tracking systems. Oops! Notion is a powerful tool with many uses, once such case is for Human Resources within your company. And one of the most convenient use-cases I've had for Notion is as a CRM system. 6. This is an invaluable way to see where your sales team is excelling and where there may be room for improvement. Get Advanced CRM Notion Template 2. Unleash the true potential of the Notion app with our advanced tutorials. Get it and start organizing your work now so that you can scale efficiently! Get Pro Access Copy to Notion This component works better with Landmark OS; run your entire business in Notion. The main features of your Notion CRM will be: Instructions on how to use the CRM. Based on an agile workflow, this template includes everything you'd expect from Jira-like setup. 4 CRM dashboards in Excel concentrated on revenue growth A major part of any CRM system is managing sales, profit, and revenue. More like this Branding Design Projects Logo Design Tech Company Logos Studio ? This template is perfect for organizing your staff performance reviews. Eat better and healthier meals with this Notion template 9. With this pack, you can manage your entire freelance business from one place and feel in control of having the right system. Do you know of any additional templates you would like to recommend to others? Create contact and organize it by customer, lead, or team, Import your contacts from Google Contacts or Mailchimp. If so, please proceed. 5. See when each meeting took place and who was there. Connect lead generation form to Notion database. This template is perfect for organizing interviews simply and ensuring you have the perfect set of interview questions available (from our comprehensive list of 150+ common & unique interview questions, organized by stage in the interview). Jeff Su 366K subscribers 42K. Notion Growth Workspace Notion template 2. To keep track of opportunities and build meaningful relationships with your network! We've listed the top 9 alternatives to Simple Notion CRM Template. Notion Employee Training Management Template This template is perfect for organising your staff training schedule. Personal Website Template 7. These include Gmail, Calendar, Hangouts, and Slides. Reflect on your personal growth with this journaling template 11. This makes it great to get an overview of your CRM items and quickly find the information you need. Detailed Comparison, 20+ Best Notion Second Brain Templates: Our Top Picks, 60+ Free Summer Lightroom Presets for Desktop & Mobile, 50+ Free Spring Lightroom Presets for Desktop & Mobile, 200+ Free Winter Lightroom Presets (Winter, Snow & Christmas). We can use templates that take much of the guesswork out for us. This template is perfect for organizing your HR department and keeping everything on-track. The Notion Calendar database can help you keep track of all individual meeting notes, agendas, and contact info in one place. Reading Planner Template. To make it more personal, the template comes with a birthday calendar and reminder that will help you never forget the birthday of important people in your life again. If youre not using the Kanban View in Notion CRM yet, youre missing out on a great way to see your sales pipeline and track your progress. One great way to use that database functionality? If you're still looking for the right CRM tool, know that Notion CRM Templates are a great option, to manage everything in one place. This Agency CRM template was made up on notion for people who want to be organized. Join our Notion mailing list below, and check out our several otherNotion guides and round-ups! An easy-to-use template for tracking 11 conversations with your team members. The best way to describe this advanced CRM template by aNotioneer is a simplified Salesforce. Notion continues to be the easiest way to get information centralized somewhere and shout it out to someone else. You can also store unlimited customer information and meeting schedules. #notion #template #crm #contacts Find this Pin and more on Notion Templates & Ideas by Gridfiti. And not all leads end up where you think they might. From scheduling training sessions for new employees to measuring employee satisfaction, this lightweight training management system will help you manage every step of your employee training and development programs. We don't have to create every single Notion project that we want to use from scratch. With CRM features like sales pipeline, clients, and lost opportunities database in addition to the rest of what the pack has to offer you get it all with this template! Ok. Let's get to it! You can integrate CRM with the rest of your systems like task management, project management, meetings, etc. Its made for all niches of freelancers, who want to manage their entire freelance business from one place. There are a lot of problems with this traditional way, and this is where Notion helps you out. This CRM will help you keep track of your clients, their projects, and the project tasks. Take a page from their Notion workspace and make your company, team, and individual goals accessible to everyone. In business, being timely is one of the most important factors as it brings more value and discipline, which showcases your clients and investors that you are a responsible person. 7. HRM is such a complex but important system to be in place to help HR executives simplify their workflow and be more productive. All the above tips are great for using Notion as a CRM; however, it sure does require a good amount of time and the need to know the basics of how to use Notion. The template features a ready-to-go database with objectives, status, key results, live progress, people leading the team, timeframe, and more. No matter if you're a freelancer, salesman, or just a person who wants to never miss their friend's birthday again. Created for salespeople, freelancers, start-ups, and anyone with the need to capture and manage their sales. But, as a Notioneer, I would like to manage this in Notion. 1. This template is perfect for organising everything for when your new staff member commences work. Want more Notion tips, tricks, and templates? I strongly suggest this! 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