Notion – Business Development CRM Template

This flexible relationship management template is perfect for non-traditional sales teams, partnership teams, business development teams, and investment teams.

Notion – Business Development CRM Template

Form new strategic partnerships and deepen relationships with existing partners with this adaptable non-traditional CRM. Typical CRMs are too rigid to capture the nuances of different, complex partnerships. This flexible relationship management template is perfect for non-traditional sales teams, partnership teams, business development teams, and investment teams.

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
Template Type

Premium

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