Top 10 Paid Personal CRM Templates in Notion

Discover the power of organized client relationship management with our Notion CRM template. Seamlessly track every lead's journey, from first contact to loyal customer. Designed for clarity and simplicity, this template is your essential tool for business growth.

Life Core is a comprehensive Notion template that serves as your personal second brain, empowering you to enhance productivity and organization across various areas of your life. Utilizing the PARA method, it offers structured pages for Travel, Brain Dump, Habits, Journal, Finance Tracker, Books, Relationships, Getting Things Done, Social Media, Goals, Workout and Diet Tracker, and more. With Life Core, you can centralize your personal information, streamline your routines, and achieve a balanced and fulfilling lifestyle, all within the intuitive Notion platform.

Store detailed contact data. Some things you can do are: enter both private and work contact data, mark favorites, archive contacts, categorize contacts, track your gifts, see when are the next birthdays, see when you had contact with a person the last time, enter an attitude (towards you).

This template allows you to easily add contacts, record contact details, and store notes from conversations. Using related databases, you can also connect tasks to contacts, add notes to contacts, and record gift ideas. Visually see who needs following up with this simple CRM.

The Notion CRM Template is a powerful tool that helps individuals, teams, and companies to manage their contact database and streamline their workflow. By storing and tracking all contact information and interactions in one place, it provides a complete view of the relationships with clients and prospects, allowing for more informed decision-making and personalized communication. With customizable fields, views, and automations, it also increases productivity, efficiency, and collaboration, saving time and resources for businesses of all sizes.

My Simple CRM is a robust tool designed for efficient networking, tracking established and potential contacts and setting reminders. Ideal for anyone aiming to broaden their network, its strength lies in its user-friendly design and emphasis on authentic interactions.

Staying close and consistent with your meaningful connections has never been easier with my template. It lets you know whom you haven’t talked to in a while, set a reminder to reach out to them, take notes on what to follow up within your next interaction, and see your favorite memories in a gallery view.

It also helps you take a honest look at each relationship and assess if it’s still worth your time and energy from multiple angles, such as shared interests, qualities, and how you feel around them.

Navigate Success Seamlessly with...

The Ultimate CRM

The go-to all-in-one solution for your online business!

What will you get?
Central Dashboard

Ever got lost in the data? A thing of the past!
The clean dashboard will make sure, that you'll never get lost!

Multiple Databases

Calls? Prospects? Customers? Orders?
All are organized in separate databases to keep you on track.
Additionally, the Calendar will take you exactly when something is due!

Finance Tracker (Free)

The latest feature of the new version (2.0).
Never get lost in the figures again.
Keep track of your finances and add new transactions by simply clicking a button!

This template is for Notion and is a great way for you to keep track of all things related to your Contacts such as communication log and action items.

Say goodbye to juggling multiple tools and use Creative OS to see everything in one calm, coherent workspace: tasks, projects, notes, contracts & clients and more. It includes & content & project manager, client portal system and CRM. This Notion second brain can help you organise your ideas and information into into meaningful output. Includes user guides & videos & access to Discord community for users! Find the full tour at bettercreating.com by clicking the link below.