Top 10 Free Client Management Templates in Notion

It's a lightweight CRM that allows you to track leads, accounts, and opportunities without having to purchase an expensive solution. Great for small companies or teams within large companies that don't want to use a large, clunky CRM.

出会ったあらゆる人について、知っている情報、都合の良い連絡時間帯、仕事関係の人かどうか、などを記録します。常にフォローアップして、的確な贈り物を把握できるようにします。

Are you tired of losing track of contacts after networking events and/or do you struggle to find important information about your clients or customers? Look no further than this CRM Notion template. With the ability to organize all your contacts in one place, you'll never forget a name, number, or email address again. Plus, its user-friendly interface lets you quickly access important information and keep your business relationships thriving.

Stay organized, track leads and deals, and nurture valuable relationships, all in one sleek and professional platform.

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

Use Notion CRM as a whole customer relationship management system. Made inside your favorite tool - Notion.

Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.

Manage all your relationships and interactions with customers and potential customers. Using a CRM tracker can help to improve business relationships to grow your business.

What does our CRM offer?

CRM

- Clients pipeline;
- Contacts

It helps creators, entrepreneurs, and creator businesses keep track of contacts and conversations with them to better collaborate and serve clients. Enhanced with features of Notion AI