Notion – Simple CRM Template

Purchase this Notion Simple CRM template and save yourself hours of time in trying to build your own simple CRM. After purchase, you will instantly get access to your Notion template that you can duplicate to your own Notion account.


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Build a simple CRM using Notion

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

What are the main features of this CRM?

A simple 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
  • Track sales leads from enquiry through to sale
  • Track ongoing conversations with clients
  • Remind your staff to follow-up clients
  • Manage tasks and have tasks connected to client records
  • Segment clients for marketing
  • Know the temperature of a lead (cold, cool, warm, hot)
  • Keep a client dashboard
  • Mobile app access so you can view your CRM when you’re out of the office
  • Product & service details that are linked to contacts so you can see what product or service they have bought
Template Type

Premium

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