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Best CRM Templates for Account Managers

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10 modelos

CRM is essential for Account Managers as it organizes client interactions and sales activities, laying the groundwork for meaningful client relationships and efficient workflow. A CRM template streamlines this process by providing a structured framework that can be customized to suit specific business needs, ensuring no detail is missed.

Before diving into creating your own CRM system, explore these Notion templates designed to facilitate CRM management, making your process more efficient and organized.

What Should CRM Templates Include?

Choosing the right CRM template can streamline your workflow and enhance your client relationships. Here are key components to look for in a CRM Notion template:

  1. Contact Management: This feature should allow you to easily store, search, and manage customer information. A good template will help you keep track of interactions and history.

  2. Task and Project Tracking: Look for templates that integrate task management to monitor deadlines, project progress, and responsibilities clearly.

  3. Sales Pipeline Visualization: A visual representation of your sales funnel can help you quickly understand your performance and pinpoint areas that need attention.

  4. Reporting and Analytics: Essential for tracking sales metrics and customer engagement, this component should provide customizable reports to aid in decision-making.

Ultimately, the best CRM template is one that fits seamlessly into your existing processes and enhances your team's ability to engage with clients effectively.

What Should CRM Templates Avoid?

Selecting the right CRM template is crucial for streamlining your workflow. However, it's equally important to know what to avoid in a CRM template. Here are three key components to steer clear of:

  1. Overly Complex Features: Avoid templates with complicated features that you don't need. They can make the template difficult to navigate and slow down your work.

  2. Non-Customizable Elements: A good CRM template should be adaptable to your needs. Avoid templates that don't allow you to modify fields and stages according to your specific processes.

  3. Limited Integration Capabilities: Ensure the template can integrate smoothly with other tools you use. Templates that lack integration options can create data silos and hinder productivity.

Choosing a CRM template that avoids these pitfalls will help ensure that it complements your workflow and enhances your efficiency as an account manager.

1Personal 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.

Uma prévia do modelo para Personal CRM

2Personal CRM

Elevate your relationship management with our CRM template, designed to simplify tracking interactions, optimizing communications, and nurturing connections. Streamline your workflow, centralize vital information, and enhance collaboration, all within a seamless and intuitive interface. Unleash the power of organized and efficient relationship management with this versatile CRM template.

Uma prévia do modelo para Personal CRM

3The Lead Manager

The Lead Manager allows you to keep track of contacts, manage meetings and navigate from lead to client with:
- Calendar views
- Sales pipeline visualisation
Use this template to make sure your lead generation process is robust and efficient.

Uma prévia do modelo para The Lead Manager

4Relationship Manager

A simple template that allows you to manage your relationship. Track birthdays, events, and important detail about your relationship, so you never forget a birthday. Automatically add a reminder to reach out!

Uma prévia do modelo para Relationship Manager

5Professional CRM

The foundation of your Notion workspace for years to come. Take your business operations to the next level by managing sales, customer support, billing, analytics, and more all within a template carefully constructed by a certified CRM software expert.

Uma prévia do modelo para Professional CRM

6Customer Relationship Manager

Discover the ultimate CRM template that revolutionises the way you manage customer relationships.

This feature-rich template empowers you to effortlessly organise customer contacts and track interactions, all within a highly customisable template.

Our CRM template can becomes your go-to tool for nurturing leads, and fostering lasting customer connections.

Uma prévia do modelo para Customer Relationship Manager

7Ultimate Business CRM

Project Manager Notion template helps you keep all your work in one place so you can easily see what needs to be done and work better with your team.

Uma prévia do modelo para Ultimate Business CRM

8Real Estate Manager & CRM

Streamline your real estate workflow with this comprehensive workspace designed to make it easy to track appointments and tasks, manage leads, clients and properties, and track follow-ups, as well as organize documents, financials and marketing strategies. Keep everything in one place, simplify and optimize time management.

Uma prévia do modelo para Real Estate Manager & CRM

9Agency CRM

Just a Notion lover Guy using it in my professional work fields and tryna Give Irresistible VALUE to the Like-minded. (Read Below):


If you fall under these or just casual notion Lover

---Solopreneur just starting

---Freelancer, Service Based

---Small Business MGT

---Consultant

---Student, Side Hustle


And Have work related to

Business Management

CRM , Meetings and Clients Relationships

Lead Gen

Content Creation

Tracking Incomes and Expenses


And Have pain points:

Can't find a all-in-one place for all my business works.

I need a bird view perspective to my whole business operations.

I am too messy in professional field, boss hates that, need solution.

I hate Traffic and long ours of commute.

I need location freedom.

Covid might again come,
need to stay home and manage my business and clients

Air pollution outside

Loves Earth but hates too many buildings and wants to go remote.


If you fall under anyone of these then,


I urge you to get the CRM(it's Free) or Classic Version (15 Bucks) at least and Try it out.

Trust me 15 bucks is worth the price for a new thing that'll help or you'll learn at least (Being Professional).

All Constructive criticisms are welcomed, it'll help me to upgrade it in future.

Uma prévia do modelo para Agency CRM

10The Perfect CRM

Hey, superstar! Whether you're hustling as a business owner with a diary full of meetings, running a side hustle while managing a day job, or a go-getter entrepreneur keen to foster fresh connections, I've got something that's going to take your game to a whole new level.
Imagine this: Your very own Notion CRM system, custom-built to help you effortlessly handle all your interactions with potential clients, peers, suppliers, and mentors.

It's like having a reliable sidekick who never forgets a single detail, ensuring that every touchpoint, no matter how big or small, is not just remembered, but supercharged for success. Plus, we'll even nudge you with reminders to stay on top of those all-important follow-ups.
Ready to take your relationships to the next level? It's time to dive in and let this CRM be your winning card in the entrepreneurial game! Build those meaningful connections that pave the way to success.

Uma prévia do modelo para The Perfect CRM

Closing Thoughts

Utilizing these templates streamlines client interactions and ensures nothing slips through the cracks. They provide a structured way to manage contacts and sales opportunities efficiently.

Implementing these tools can significantly boost productivity and client satisfaction. Don't hesitate to integrate them into your daily workflow to see immediate benefits.

Related Terms

What is Sales Pipeline?

A sales pipeline is a visual representation of where potential clients are in the sales process, helping account managers track the progress of deals from lead to close.

What is Contact Management?

Contact management in CRM involves organizing and managing contact information of clients and potential clients to streamline communication and enhance customer relationships.

What is Lead Scoring?

Lead scoring is a methodology used in CRM to rank prospects against a scale that represents the perceived value each lead represents to the organization, aiding in prioritization and resource allocation.

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