Notion – Personal CRM Template

Notion Personal CRM Template

If you’re looking to build a personal CRM in Notion, you’re in the right spot. By using Notion to build a lightweight CRM, you can create the custom CRM that you need in your favourite tool.

What are the main features of this CRM?

A personal CRM can be used to manage customer relationships in your business. The main features of your Notion CRM will be:

• Instructions on how to use the CRM

• Ability to add new contacts and store client contact information

• Keep track of how long since you last spoke

• Keep notes related to people

• Manage tasks and have tasks connected to connections

• Keep track of moods

• Link connections

• Keep a gift list

• Mobile app access so you can view your CRM when you’re on the go

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After purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).