顧客關係管理 個範本

使用 Notion CRM 範本,簡化你的客戶關係管理工作。從追蹤潛在客戶到交易完成,專為 CRM 所設計,可用來自訂銷售管道管理,滿足你獨特的業務需求。透過有條理和效率的 CRM 系統強化銷售策略,達成更多交易。

695 個範本
客戶專案協作模板 Client Portal 範本預覽
CRM Lead Form 範本預覽
Personal CRM 範本預覽
Sales Pipeline with Automations 範本預覽
People Directory — A CRM -ish Contact Database 範本預覽
Minimalist Business CRM 範本預覽
Form 範本預覽
Client CRM 範本預覽
Networking 範本預覽
Client Portal Starter 範本預覽
CRM 範本預覽
Real estate dashboard 範本預覽
Company Phone Contact List 範本預覽
Ultimate CRM 範本預覽
B2B CRM System 範本預覽
Sales CRM 範本預覽
CRM: Client Tracker 範本預覽
NEW CLIENT  範本預覽
Client manager 範本預覽
Real Estate Sales Pipeline (CRM) 範本預覽
Partnerships CRM 範本預覽
Project Management System 範本預覽

常見問題

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 use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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