Build real relationships with Notion's personal CRM templates. Keep track of every interaction with each contact and know exactly where you stand. Never forget a birthday or the last conversation you had again.
1. CRM Tracker
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.
2. Personal Wiki
Overwhelmed by too much info? Need a better way to organize and make sense of it all? Look no further than the Personal Wiki!
🌟 Features at a Glance:
Inbox: Jot down thoughts and ideas on the fly.
My Areas & Goals: Pinpoint your interests and keep them in line with what you're learning.
Inputs: Sort insights from everywhere, whether they're ideas, readings, or courses.
Output | Treasure: Turn your knowledge into something special!
🚀 Why You'll Love Personal Wiki:
Keep It Organized: Say goodbye to scattered info and hello to a well-organized system.
Stay On Track: Make sure everything you learn is in line with your bigger goals.
All Your Knowledge, One Spot: Whether you're a professional keeping up with the latest or a book lover diving deep, this template has got you covered.
Always Be Growing: Perfect for anyone who's all about learning and self-improvement.
Ready to turn that info overload into something amazing? Dive in and start building with Personal Wiki!
3. Relations
Maintaining your people relations is all about presence- improve your presence in other's orbits by using this tool: see who you have not connected with, manage your recruiter connections, see who's birthdays are coming up, and understand where your connects work and live. Collect your conencts likes and dislikes and use AI to generate enriching experiences together. Utilize backlinks to build meaningful connections between people, places, dates, and work.
4. 투자유치 데이터베이스
이 데이터베이스를 활용해 투자자와의 모든 커뮤니케이션 기록을 관리하세요. 담당자를 지정하고 진행 상태(미팅 예정, 조건 협의 중, 유치 등)와 최종 연락 일시를 확인하세요. 각 행을 자체 페이지로 열어 모든 회의록을 보관하고 후속 작업의 체크리스트를 만들거나 관련 VC가 출연한 동영상이나 팟캐스트를 임베드할 수 있습니다.
데이터베이스를 상태별로 그룹화하면 각 투자자가 어느 단계에 있는지 쉽게 확인하고 투자유치를 진행할 수 있습니다!
5. Invoices Manager
Say hello to stress-free invoicing with our 'Invoices Manager' template. It's the perfect tool for freelancers, small businesses, or anyone tired of juggling billing details. Keep track of who owes what, when payments are due, and manage all your invoices in one neat, easy-to-use space. This template doesn't just organize your invoicing; it transforms it into a smooth, super-efficient process, giving you more time to focus on what you do best.
6. Job hunting CRM
Efficiently manage your job hunting process and increase your chances of getting the job you really want. Use this template to keep track of the positions you applied for and to always be ready for the interview.
7. Personal CRM
Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.
8. 연락처 관리
미팅에서 만난 사람, 거래처 직원의 정보, 연락할 시기, 사무실 연락처 등을 기록하고 관리하세요. 적절한 타이밍에 적절한 내용으로 연락하는 센스있는 사람이 될 수 있겠죠?
9. Ultimate CRM
Stay organized, track leads and deals, and nurture valuable relationships, all in one sleek and professional platform.
10. The Ultimate CRM for Fast-Growing Startups
SwiftCRM empowers individuals, teams, and companies by simplifying B2B relationship management and providing a range of benefits. It enables users to efficiently track and nurture leads, manage customer interactions, and streamline sales activities, leading to improved conversion rates and higher revenue. With its user-friendly interface and laser-focused features, SwiftCRM helps businesses focus on what truly matters, saving time and resources while driving accelerated growth and success.
