Notion – Simple Personal CRM Template

This template is perfect for entrepreneurs, small business owners, contractors, sole proprietors, or anybody trying to advance their career.

Notion – Simple Personal CRM Template

Deepen your current relationships and expand your network with this Personal CRM template. Keep track of friends, family, coworkers, mentors, service professionals, and anyone else who matters in your daily life. Typical CRMs are too rigid or too expensive, and relationships fall by the wayside if you rely purely upon memory.

This template is perfect for entrepreneurs, small business owners, contractors, sole proprietors, or anybody trying to advance their career. It is flexible enough to facilitate anybody trying to grow and cultivate their network systematically.

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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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