Notion – Personal CRM Template

Using this template, you’ll be able to keep track of your contacts out of Notion and you’ll know your CRM is set up properly to grow with new connections. Built by a certified software trainer, this template will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.

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Build a Personal CRM using Notion

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


What is a Personal CRM?

A personal CRM (Customer Relationship Management) system is a software application that helps you manage your customer relationships. It can be used to track and organize all of the information about your customers, including their contact details, purchase history, preferences, and more. You can use it to send personalized emails, create automated follow-up sequences, and even set up reminders for when they are due to renew or buy something from you again.

Key Features of a Personal CRM

  • Customer Database – A database where you store all of the information about each of your customers. This includes things like their name, email address, phone number, mailing address, payment method, etc.
  • Email Marketing – Sending out personalized emails to your customers with content tailored specifically to them. For example, if you sell dog food, you could send an email offering discounts on new dog food purchases to people who have bought dog food in the past.
  • Sales Tracking – Keeping track of how many sales you make per month, as well as what products sold best.
  • Social Media Integration – Integrating social media platforms into your business so you can communicate with your customers through these channels.

How Does a Personal CRM Work?

Personal CRMs work by storing all of the data about your customers in one place. From there, you can access this information whenever you need it. The data is stored in a database, which means you can search through it using keywords and filters.

You can also add notes to specific records in the database, such as “this person has been good at paying us back” or “I should call her next time she buys dog food.”

You can then use this information to automate certain processes within your business. For example, you might want to automatically send out a reminder email to someone every six months asking them to pay you back for their last order. Or you could set up a sequence of messages that will be sent to someone after they haven’t made any purchases for a while.

The Benefits of Using a Personal CRM

Using a personal CRM gives you the ability to:

  • Keep track of your customers better – With a personal CRM, you can easily see everything about your customers in one central location. This makes it easy to keep track of all of the important information about them.
  • Manage your customer relationships better – By keeping track of all of the interactions between you and your customers, you can improve your relationship management skills. This way, you can ensure that you don’t lose touch with your most valuable clients.
  • Automate repetitive tasks – If you find yourself doing the same thing over and over again, why not automate it instead? You can do this with a personal CRM, allowing you to save time and energy.
  • Increase sales – Having a personal CRM allows you to reach out to your customers in different ways. You can send them targeted emails based on their interests, or you can post special offers on social media sites.
  • Improve productivity – When you know exactly what needs to be done, you can focus on other aspects of running your business.
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