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. Fundraising database
Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.
View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!
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. Personal CRM
Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. Be that person who always follows up and who knows the exact gift to give. This template is designed to be that secret weapon.
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.
