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
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