CRM Rolodex


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Nicholas Levi

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.

Questions & answers

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What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I duplicate a Notion template?

Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.

If you're already signed in, the template will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!

How do I download Notion templates?

Duplicating a Notion template is the same as downloading a copy of it to your workspace. Just hit the blue "Duplicate" button and find it in your workspace's sidebar.

How do I make a Notion template?

You can make any Notion page a template by clicking "Share" in the top right, then toggling both the "Share to web" and "Allow duplicate as template" toggles. Make sure to use the public-facing URL below the "Share to web" toggle when sharing.

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