CRM Notion templates
A curated list of the top 22+ Notion CRM templates
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Sales OS is a system that helps you manage your sales process by tracking contacts, orders, products, and more in one place. With this tool, you can track your sales revenue on a weekly basis and manage your documentation process. Additionally, you can learn how to integrate this system with the most commonly used sales tools. This can help streamline your sales operations and make it easier to manage your business.
This template allows you to register, schedule, manage, and communicate with volunteers. It keeps records of their background information, history of interactions, contact information, and availability. This provides a clear overview that saves time and allows you to see all relevant information about your volunteers in one place.
This template is an essential tool for anyone looking to create detailed and effective customer journey maps. Unlike traditional 5x5 grids, it allows you to use Notion's infinite canvas to map out rich and complex customer journeys that convert. With this template, you can easily map out key stages in the user journey, target personas, goals and pain points, actions and endpoints, use cases and touch points, key projects and campaigns, and even surveys, targets, and KPIs. Whether you're working on marketing or product strategy, this template is a valuable resource.
HotelPal is a tool that helps hotel owners and their staff manage day-to-day bookings, maintain a customer database, and stay on top of property-related issues. With this tool, you can easily keep track of your property, ensuring that everything runs smoothly and without any unnecessary headaches. You can also use it to communicate with your customers, making it easier to provide them with excellent service and build strong relationships.
Freelancer OS is an all-in-one operating system designed to help manage projects, customers, finances, and more. With this comprehensive dashboard, freelancers can avoid the need to sync with multiple services because everything is in one place. It provides a way for freelance businesses to become more organized and efficient.
With this template, it's easy to stay connected with the people who matter most to you. The template lets you see who you haven't talked to in a while, set reminders to reach out, take notes on what to follow up on, and view your favorite memories in a gallery. It also helps you assess the value of each relationship from different angles, such as shared interests, qualities, and how you feel around the person. This makes it easier to decide whether a relationship is still worth your time and energy.
This product is designed to help people maintain their personal connections. With so many people to keep in touch with, it can be difficult to remember everyone and stay connected. This personal rolodex allows users to track the people they want to stay in contact with, making it easy to remember key details, personal preferences, and the last time they were in touch. This helps users to reach out and maintain their relationships with ease.
Your sales funnel doesn't have to be complex or difficult to use. Notion provides a simple, clean interface that lets you track only the information you need to manage your leads. Each record is a separate Notion page, where you can keep notes on every interaction with a potential customer. This template provides a basic starting point that you can customize to fit your specific needs. With Notion, you can manage your sales funnel in a way that is intuitive and straightforward.
These four interconnected templates provide journalists with a complete set of tools for conducting research, interviews, and writing articles. They allow you to keep your research notes and interviews organized alongside your article drafts, so you can easily reference and incorporate them into your writing. The templates also enable you to track your sources, including their contact information and the interviews and meetings you have had with them. This helps you stay organized and efficient throughout the research and writing process.
Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.
A deal room is a private space where you can manage and organize your pitch decks, leads and deals, and store proposals and contracts. This template can help you keep track of all your sales prospects in one place, so you can focus on the deals that are most important to you.
Say goodbye to messy spreadsheets and use this Aesthetic Notion Freelance Business Template to create and organize your entire freelance business. This template allows you to keep track of clients and projects, as well as manage your business finances and marketing efforts. Streamline your freelance business with this comprehensive and organized template from Notion.
This template is designed for photographers who need a system to manage their clients and follow up on leads. It provides an overview of lead statuses and where they are in the pipeline. You can also see a summary of planned shootings for the current and upcoming months. You can quickly create leads using predefined templates for different types of shootings, such as weddings, couples, families, and pregnancy.
Funding OS is a tool that helps founders acquire and manage fundraising. It functions like a CRM, but also covers the requirements for fundraising. The creator, who has five years of experience working with business owners and supporting them in their funding rounds, designed Funding OS to make the fundraising process easier and more efficient.
The product offers a time-saving solution with 20 templates that can be set up quickly and easily customized to match a client's brand. Export options include PDF, and users can collaborate directly within the platform. The product is available in multiple languages.
Customer references and testimonials can help build trust and let potential users know that others are already using the product. Managing marketing permissions and maintaining contact information for different companies can quickly become complicated. This template can help you keep track of company references and create a customer knowledge base to streamline this process.
This template is designed to help freelancers manage their projects, events, and content. It also includes databases for tracking finances, storing quotes and proposals, and managing client relationships. It offers a comprehensive solution for freelancers to manage their work and clients.
As a talent agency, it's important to keep track of your talent roster and their information in order to effectively market and find work for them. This talent agency CRM simplifies the process of pitching your talent by allowing you to embed viewership metrics, channel genre, and more. Use this template to create an interactive talent roster that you can share with anyone, and easily market your creative professionals. This template will help you manage your talent roster and make it easier to find success for your clients.
Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
This template can help you save hours of time and effort in building your own customer relationship management (CRM) system. It eliminates the need for you to set up databases, select categories, and link everything together manually. With this template, you can run your business using Notion as your CRM, and keep all your information and data organized in a single, easy-to-use platform. This means you won't have to spend hundreds of dollars per year on CRM software.
This template provides resources and guidance for startup founders looking to build their founding team. It includes an interview CRM template to help founders understand what kind of co-founder they need, as well as an equity calculator to provide guidance for equity splitting discussions. The step-by-step instructions make it easy for founders to find the right co-founders and get their startup off the ground.
This template is designed to help you keep track of all the people you meet, along with information about them, such as when to reach out and what to talk about. This tool is intended to be a secret weapon that allows you to always follow up and make a good impression. With this template, you'll be able to know exactly what to say and do to make professional connections and build strong relationships.
This system allows you to organize your clients, projects, and tasks in one place. By being well-organized, you can manage your projects more efficiently and handle your orders professionally.
The product simplifies the process of creating proposals for freelancers. Traditional methods can be time-consuming and online tools can be overly complicated and expensive. The product allows users to easily create mobile responsive proposals and manage them in a MiniCRM. It also enables users to easily reuse and interlink existing content. Overall, the user experience is more user-friendly than other solutions.
Welcome to our Notion CRM templates category! Here, you will find a variety of templates built by other designers that you can use to create and manage your customer relationship management pages within Notion. These templates are designed to help you keep track of your contacts, interactions, and other important details.
Our Notion CRM templates range from simple, one-page layouts to more comprehensive templates that include multiple pages and features. Whether you're a salesperson looking for a way to organize your leads or a business owner looking for a tool to manage your customer relationships, you'll find a template that fits your needs.
Each template in this category has been created by a fellow Notion user and has been tried and tested by others, so you can trust that they will help you create and maintain a CRM page efficiently and effectively. Simply browse through the templates, select the one that best suits your needs, and start using it right away! With our Notion CRM templates, you can stay organized and on top of your customer relationships.