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 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.

As a manager, you can use this template to keep track of all of your 1:1 meetings with your direct reports. This can help you stay organized and ensure that you are addressing all of the important issues in these meetings.

Hex is a collaborative data platform that facilitates exploration, analysis, and sharing of information. It offers an easy way to build and share apps that can be used by anyone, and it now integrates fully with Notion. This template, which Hex uses to help new employees understand company equity, includes an interactive Hex app that models compensation at a fictional startup called SpiceConnect. By using this template, you can support your new hires and create a knowledge-sharing environment within your organization.

Our onboarding checklist ensures that new hires have a smooth transition into your company. With just a click, you can view the tasks and notes for each individual to ensure that they are properly settled. This helps to streamline the onboarding process and make it more efficient.

If you are looking for a template to help you collect peer feedback as part of an annual performance review, consider using a product from another company. This template is designed specifically for this purpose and is easy to customize to fit your specific review process. You can add or modify any of the questions to ensure that the template meets your needs and helps you gather valuable feedback from your peers. With this template, you can streamline your performance review process and make it more effective.

Workwell has created an app that helps to keep different communities connected, informed, and collaborative. To foster a similar sense of collaboration within their own team, they have created a set of levels for each role in the company. They have used a Notion board to list the skills needed for each level, and within those cards, they have included checklists to help team members master those skills. This system is shared with everyone in the company so that there is no confusion about what is required to reach a certain level. It is also used in performance reviews, 1-on-1 meetings, and career conversations to provide ongoing feedback and support. By providing a clear framework for growth, this system helps everyone in the company to understand their current standing and what they need to do to advance. You can use this system as a model to create a similar system for your own team.

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.

The onboarding process for employees can be challenging, especially when working remotely. However, it is a crucial step in helping employees feel comfortable and integrated in the workplace, which can lead to a faster start and overall success in their roles.

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.