Top Paid CRM Templates in Notion

The CRM system provides a comprehensive industry-specific solution that covers the entire process of marketing, sales, and service for high-tech, modern enterprises, fast-moving consumer goods, agriculture and animal husbandry, and large manufacturing industries, assisting enterprises in their digital transformation.

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.

This is for the creator who wants to build a CRM tool for himself in order to get an overview of the current and upcoming jobs/projects.

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.

Organize and improve your relationships with your clients and customers.
Keep you client details and data in one place.

Manage projects, bring in other team-members, view upcoming meetings, and more..

Template includes:
• Automatic reminders when to connect with a contact
• Recurring birthday reminders
• Birthday calendar
• Contacts are broken down by relationship type and location
• Built-in meeting note templates to record your conversations
• Instructions on the properties, formulas and how to use the dashboard
• Lifetime updates included

What does our CRM Plus offer?

- Inbox;
- Clients pipeline;
- Contacts
- Companies
- Templates;
- Project & Task Management;
- Meetings;
- Documents;

Adopt a CRM system that's being used by over 100 companies. Get a 360° view of all of your interaction with your prospects in one place, by viewing their company or contact page. The template includes a dashboard page, which automatically only shows each team member the records that they're assigned to. It can be easily connected to other parts of your workspace like your project management system.

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.

CRMs are either too expensive or lack important information! I've built my own CRM that allows me to track my clients, my products, what my clients bring me, their ranking, the ranking of the regions where I sell the most, my discussions with my clients, order tracking, and much more! Come try it for life!