This template is a fully customizable and aesthetic Notion Dashboard. It is much like a summary table where the entries are available from the birds view. SMART goal planner. Notion can be used as a simple CRM for your business (managing clients) or personal use (managing contacts like friends and people). SEO Operating System 3. The best way to describe this advanced CRM template by aNotioneer is a simplified Salesforce. Designer portfolio Notion Designer portfolio template A portfolio for designers or product managers, where you can showcase your featured projects, about section, and links to your social media. C.v Examples. Track sales leads from enquiry through to sale. Based on an agile workflow, this template includes everything you'd expect from Jira-like setup. You can configure your board based on the Status to see how many prospective clients have turned into leads, qualified, or closed deals. Example 8d Report. Advanced CRM | Notion Template This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. More like this Branding Design Projects Logo Design Tech Company Logos Studio ? You can also store unlimited customer information and meeting schedules. The best Notion workout templates. Also, we can still edit and customize these to our heart's content. This talent agency CRM simplifies the whole process of pitching your talent by allowing you to embed their viewership metrics, channel genre, and more! Use this template to market your creative professionals and have an interactive talent roster that you can share with anyone. And if you are looking to go further with Notion, don't forget to check out our marketplace for more Notion templates, and read our selection of the latest best Notion templates. Just fill the time gaps, and template will automatically count your payment and percentage of a goal you've set. Related Post: Notion Templates for Freelancers. New member discount! 9. Midnight Library Notion Book Tracker Template. You can also easily view your upcoming meetings and appointments, just like you would with Google Calendar or any other calendar tool. Here are 30 HR templates for Notion to get you started. Our WordPress Hosting is Provided by WPEngine. Table view in Notion makes it easy to list and view all the items on your CRM in one place. 8. Gridfiti is supported by its audience when you buy something using the retail links in our posts, we may earn a small commission at no additional cost to you. Be a better recruiter and hiring manager with this Notion template 10. A performance review, also known as a performance appraisal or employee evaluation, is a kind of assessment where an employees job performance is evaluated. Check out our notion template crm selection for the very best in unique or custom, handmade pieces from our templates shops. We've listed the top 9 alternatives to Simple Notion CRM Template. Copper Google Sheets CRM (Best Google Sheets CRM template overall) Copper is a CRM system made entirely for G Suite. Pod Stack Here are some of the templates I really liked for creating your own CRM with Notion. Notion comes with some database blocks that can help you efficiently manage your contacts. You have joined our weekly newsletter. No recurring fees. Get Advanced CRM Notion Template 2. Get Pro Access Copy to Notion This component works better with Landmark OS; run your entire business in Notion. Simple Notion CRM Template A lightweight alternative to CRM software, built in Notion Do you use Simple Notion CRM Template? The best Simple Notion CRM Template alternatives are: ClickGum, Notion Forms, Notion Starter Pack, apideck, Notion Ecommerce Business Kit. Notions kanban-style board makes it easy to track your sales pipeline, and its flexibility means you can tailor it to your specific needs. On the template page, click "Duplicate" to bring it to your Notion. Clever use of relations, rollups and formulas for insights. The master tickets database is at the heart of this template. . Build durable and long-lasting habits with this Notion template 7. I strongly suggest this! Notion is the one of the best apps to organize your whole business. Initially, Notion made the software. In business, being timely is one of the most important factors as it brings more value and discipline, which showcases your clients and investors that you are a responsible person. As a manager, you can use this template to organize all of your running 1:1 docs with your direct reports. By notion Everything Task and Project Management System Notion Template Manage all your projects and tasks in the most organized and efficient way possible. Purchase this Notion Building CRM template and save yourself hours of time in trying to build your own builder CRM. Setting goals is a good idea if you have lofty ambitions for your photography. With the OMDT Template, recruit without headaches and easily maintain the A-Player culture that fits your Dream Team! Get productive and organized with premium Notion templates. Bundle will be delivered to your email address. Privacy Policy | Disclaimer, The 13 Best Notion CRM Templates for Personal, Client Management & More, The Best Notion Templates for Real Estate, Advanced CRM Template with Ongoing Support Package, Advanced CRM Template + Client Tasks & Communication Bundle. Take a page from their Notion workspace and make your company, team, and individual goals accessible to everyone. And not all leads end up where you think they might. Share with us! Free Notion templates to get you started with Notion. If you want to set SMART objectives of your own, this tracker will help you keep an eye on them. With employees in 16 time zones, transparency is core to Buffers culture and operations, guiding how people work and collaborate. Create meetings with your contacts for discovery or follow-up. Having a CRM is also good for personal use - to maintain great relationships with people who matter to you. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me. The template provides a full view of all interactions with your customers and clients in one place, as well as integrated trackers for sellers, buyers, properties, showings, tasks and communication, and more. Notion can be used for anything and everything,and one of its best features is the database tool. This simple system will allow you to track when you need to reach out to every important person in your life. A standard operating procedure (SOP) outlines how things at your company are done. Content Creation Hub (Notion dashboard templates) This Notion template provides an amazing tool for designers. From the famed Arkansas wedding photographer, Shayla Herrington, comes this free Notion wedding planning template. Investment Memo Template Resources List Start your raise today! What are the best Notion CRM for Builders alternatives? Clever use of relations, rollups and formulas for insights. Life is busy, and with so many people from so many different aspects of life, it can be hard to keep up and stay in touch. Get it and start organizing your work now so that you can scale efficiently! Get a 360 view of all of your interactions with your customers & clients in one place, Keep track of sellers, buyers, properties, tasks, and communication inside an integrated system, The modular structure makes adding new databases to capture extra information straightforward, The team member's summary page template gives each team member an uncluttered view of everything that they're working on only, Quickly schedule showings with drag & drop, inside the dedicated scheduler page, Update your CRM from anywhere, thanks to Notion's online storage, Meetings (for tracking your meeting notes and dates). Notion as a CRM is one of the best options when you are a solopreneur or entrepreneur with limited managing resources. 2. For designers, developers, and creative entrepreneurs, this all-in-one template includes a CRM framework for clients, while also providing a full hub for you to run a successful business. It is a delicate exercise, which may require some preparation. The template is structured like a traditional relational CRM, while including a separate, yet connected databases for sales, companies, people, meetings, and products. Use this template to track goals for your teams skills and knowledge development. In this collection, I share carefully designed, battle-tested templates for note-taking, tasks, project management, and more. You can easily clone the whole package into your own Notion space and start right away - and the best part. With this pack, you can manage your entire freelance business from one place and feel in control of having the right system. The template features dedicated sections to manage your business with sales, companies, contacts, and much more. Check out our post on the best Notion CRM templates you can use for your business or personal life! But, as a Notioneer, I would like to manage this in Notion. Customer relationship management (CRM) is a digital process that helps organizations identify and understand the needs, wants, and expectations of their customers. Jeff Su 366K subscribers 42K. Theyre also responsible for a wide range of projects and internal processes to ensure the success of every employee. It includes separate but connected databases for sales, companies, people, meetings, and products. Everything you need to start, run and manage your entire freelance business from one place. Related Post: Notion Templates for Startups. While SOPs can be used for many different functions, the best have a few things in common. Connect lead generation form to Notion database. This template is perfect for organising everything for when your new staff member commences work. Find Notion templates for every need and maximise your productivity. One of the most important parts of fundraising is building great relationships with, well, the people who provide the funds and this template will help you do just that with its dedicated investor CRM feature! Replace expensive CRM software like Salesforce, and adopt one of these easy-to-use Notion templates to organize all of your contacts - regardless of what industry you're in! Buyer persona, Empathy map & Customer journey 4. Business Model Canvas & Lean Canvas Templates 5. When you are working on yourself, time and productivity are important. Weve curated the best Notion CRM templates to use, which have all of the under-the-hood work already done for you. Wohoo! A simple setup with no learning curve or training needed. It makes it super-easy to management everything from one central location and it can also integrate with other apps such as Google Suite, Dropbox and so on. Oops! The companies section helps you add client and company-related information such as the name of the company, user pages, and important notes. Copper gives you opportunity dashboards. It has a Sheets template which connects with other Google Apps. This Agency CRM template was made up on notion for people who want to be organized. Save my name, email, and website in this browser for the next time I comment. You can use it manage projects, hiring policies, communication with your team, recruitment, on-boarding and staff training. Many people use SMARTsmart, measurable, actionable, realistic, and time-boundas their framework. And one of the most convenient use-cases I've had for Notion is as a CRM system. See when each meeting took place and who was there. 20 Best & Free Notion Templates for Personal use 20. Shayla Herrington Free Notion Wedding Planning Template. More Info & Download. One-click to duplicate the template. From scheduling training sessions for new employees to measuring employee satisfaction, this lightweight training management system will help you manage every step of your employee training and development programs. The sales section uses a kanban view to show all your entries with multiple tags such as qualified, unqualified, negotiating, contract issued, and closed won. 5. Notion is a workspace that adapts to your needs. There are a lot of problems with this traditional way, and this is where Notion helps you out. Its made for all niches of freelancers, who want to manage their entire freelance business from one place. Hotswap's CRM The next on our list is Hotswap's CRM template which is a Notion CRM template for your professional needs and business. Todays human resources teams dont just handle payroll, onboarding, and off-boarding. Stay in touch with contacts that matter more often with this personal CRM. 1. Lets look at how to use it as a CRM dashboard. Relatively, this CRM template on Notion is also much easier to understand than most other complicated CRM templates. Best CRM Templates for Notion Advanced CRM Advanced CRM Our score: 98 / 100 A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. Open any page in the Applicant tracker to see the candidates information, important documents, notes, offers, next steps, and more. SMART goal planner. Track your sales and make prognostics. If so, please proceed. notionzen recommends this template because it includes all of the features you'd need to stay on track and manage academics for affordable pricing. CV Template . No matter if you're a freelancer, salesman, or just a person who wants to never miss their friend's birthday again. This design enables you to get a 360 view of your prospects, as you'll link all of your records of various types to the same page for your prospect. #notion #template #crm #contacts Find this Pin and more on Notion Templates & Ideas by Gridfiti. This is an invaluable way to see where your sales team is excelling and where there may be room for improvement. This template is any photographers best friend for generating new leads, and nourishing existing client relationships! It features automatic reminders that help you connect with your friends, family, and colleagues on important days and updates in your life. This is where I come in. I'm a Customer Relations Manager, and I can assist you in setting up a unified workspace where all the various components of your daily tasks . Imagine having hundreds of clients and creating paper files or excel sheets to withhold all the business information with them. This template is perfect for organising your staff performance review process. 11 Best Notion Templates for Personal Use Notion, a modular productivity app, is witnessing a surge in its user base, as noted in its recent valuation. Capture and manage your products. Pros & Benefits: 2. . It also features a wedding countdown that will countdown the days, minutes, and seconds until your big day! The Advanced CRM template by aNotioneer is perfect for those who looking for an advanced CRM with dedicated sections for sales, companies, people, meetings, products, reports and lead re-engagement. If you need to save some extra time there and want to start using Notion as CRM software right away, check out three of our handpicked, best CRM templates below. Time tracker for Notion. More than 40+ ready-to-use templates for your freelance business. How To Check Word Count in Notion [Easy Way], Best Notion Resume / CV Templates To Impress Potential Employers, Dedicated sections for sales, companies, meetings, people, products, and opportunities, Well-designed parameter set to meet most of your management needs in each aspect of your business, A pre-made workflow structure to personalize and make changes as per your needs, Added sections such as lead re-engagement, team member dashboard, calls, reports, and more, Schedule your meetings, add teammates, and direct assignments through this single advanced CRM dashboard, A dedicated kanban view to show you the summary of sales based on product lead, qualified and closed, Store the company/client information based on the name of the firm, contact, and related notes, More detailed information on the customer or client, such as background information, history of interactions, and request/action items, A pain and gain section that helps you add pages with information that you need to work on to better the relationship with the clients, Automatic reminders to connect with friends, family, and colleagues, Add birthdays to the built-in calendar section and get on-time and recurring reminders, Add contacts to your CRM dashboard like a phonebook, Pen down your important notes, conversations, and more that matter the most to you, Let close people in your life know everything by adding them to your CRM dashboard. Report-example . Give back time to your HR team with this candidate portal. Overall, it is one of the best lightweight CRM templates for starters who need no advanced features. This template is fully customizable to your needs! The template is structured like a traditional relational CRM, while including a separate, yet connected databases for sales, companies, people, meetings, and products. One of the prime factors of doing a great business is continually establishing a professional relationship with your customers to manage them and increase sales. Want more Notion tips, tricks, and templates? Learn Notion and discover new resources on our blog. 4 CRM dashboards in Excel concentrated on revenue growth A major part of any CRM system is managing sales, profit, and revenue. You'll love to manage your business using CRM tools like Bitrix24/Notion, Taskade or maybe you already started and you need someone to help you with major / minor setups like automations, integrations, KPI, Dashboard, Form etc.. The next on our list is Hotswaps CRM template which is a Notion CRM template for your professional needs and business. Example 23andme Report. 1. Goal-Project-Tasks Template: Bringing plenty of people to work together on a single project is already a daunting task on its ownit only gets harder when you make them work on multiple projects.Notion's Goal-Project-Tasks Template helps you manage which tasks each employee is working on, saving you the headache of having to do that on your own. Read moreabout our affiliate disclaimer. Press Esc to cancel. You can manage all your contacts and histories in worksheets. Weve outlined them here, so your team can customize this SOP to meet needs across departments. You'll find templates for pretty much every usecase and need such as: daily task management, project management, notes templates and journaling, budget and personal finance tracker, habit tracker and many more. Example Lab Report. Example Agreed Upon Procedures Report . Be a better recruiter and hiring manager with this Notion template. The sales dashboard is presented in the kanban board view which helps you with quick access to the summary of the sales dashboard, such as company name, point of contact, email, phone number, and even priorities. But with few useful prompts to get you started, it can be much easier to reflect, take note, and make a plan for the future. A list based on our community, research Notion Starter Pack, Worksuite Notion Template, Wannadocs, NotionForms, Bobby, Outflow, and Time Up Notion Template. 7. Something went wrong while submitting the form. Notion Design Templates 1. Unleash the true potential of the Notion app with our advanced tutorials. The main features of your Notion CRM will be: Instructions on how to use the CRM. How To Setup Notion as a CRM. Start, run and manage your entire freelance business from one place. Track ongoing conversations with clients. (8 reviews) $ 49.00 View template Notion Planning Template for Academics and Students This template is a quarterly planning and goal-setting guide for academics and students. Notes can be tagged by meeting type to make them easy to find. Its all about getting to know the candidate as well as possible in order to know if he or she corresponds to your expectations. Logo Brand Management Studios Identity Branding Get Landmark OS CRM Preview Not all leads are created equal. Notion's ease of use is one of its hallmarks. Whether youre a business owner, realtor, or individual looking to manage your network and friendships, these CRM templates are easy to use, and will help you organize all of your contacts regardless of what industry youre in! This template is perfect for organising your job description information into a single-pager. Become a better networker with this CRM template. Join our Notion mailing list below, and check out our several otherNotion guides and round-ups! Believer in Open-Source Software, Blockchain Technology & a Free and Fair Internet for all. 3. Get the full Notion pack. This business CRM template comes equipped with a full database to log previous interactions with your network, organizations theyre a part of, contact info, and which stage of the business relationship youre at with them! Here are 30 HR templates for Notion to get you started 9.Continuous Performance Management System, 16.Notion Job Interview Questions Template, 17.Notion Employee Training Management Template, 1000+ Best Free Notion Icons & Icon Libraries (Aesthetic, Minimal & More), Notion vs Todoist: Which is App is Best? Create docs, contracts, and notes and manage them in different notebooks. Now that we know how to use Notion as a CRM, lets take a look at some of the templates that can help you get started. Hi, Is there a python tool to connect Google Contacts with Notion ? The Startup Fundraising Toolkit is a premium template for any company looking for a robust, efficient, and user-tested fundraising system. Get fit and healthy with this workout template. More Info & Download. Set up your pipeline stages according to your process, and start dragging and dropping across stages. The Best Free Notion Templates for Tasks, Projects, Notes, and More Notion Templates Notion is a powerful tool, but it starts out as a bit of a blank slate and can be a bit daunting to set up. Capture and Manage your Sales in Notion. I have many engineers to hire this year and no hiring team yet. We can use templates that take much of the guesswork out for us. How To Master The Time Blocking Technique Using Notion, Best Notion To Do List Templates for Your Daily Tasks. You can collaborate on it! The simplicity of adding or editing a page has helped the HR team collaborate and ensure content is always up-to-date. Track leads, and manage customer pipeline. Free for personal use, students, and educators. #notion #template #crm #contacts Find this Pin and more on Notion Templates & Ideas by Gridfiti. This template is perfect for organising your staff training schedule. SaaS metrics dashboard template 2.0 I Built a Personal CRM on Notion (template included)! Take notes, set reminders, adjust frequencies, create tags, and more with this simple personal CRM template from The Notion Bar! Capital Raising Toolkit 8. A job description is a detailed summary of a role, where an employer describes the responsibilities, tasks, qualifications, and requirements needed for that position. Ability to add new contacts and store client contact information. Buffer's OKR is an ultimate scheduler template to set ambitious, long-term goals with measurable results. Import and autofill customer data into the database. After you purchased the template you will get a link to the Notion workspace. Similarly, the companies, meetings, people, products, and opportunities sections give you a similar layout to manage your business efficiently. This CRM comes with a pipeline database, a projects database, and a tasks database as well as a project calendar view. This template is mostly for freelancers with an hourly rate. to give every teammate space to show off their personalities. Ok. Let's get to it! Templates Available Here: Advanced CRM Template Notion Employee Training Management Template This template is perfect for organising your staff training schedule. More like this Bullet Journal Ideas Pages Bullet Journal Inspiration School Template Notes Inspiration Aesthetic Template Studying Inspo Good Notes This CRM will help you keep track of your clients, their projects, and the project tasks. 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