About this template

Introducing our Notion CRM template, the ultimate solution to streamline and optimize your customer relationship management process. In today's fast-paced business environment, maintaining strong connections with clients is paramount to success. With our Notion CRM template, you can effortlessly organize and manage your leads, contacts, and interactions, all within the intuitive interface of Notion. Gone are the days of scattered spreadsheets and disjointed communication channels. Our template provides a centralized hub where you can store all relevant customer information, from initial contact to post-sale support. Easily track the progress of leads, monitor client communications, and nurture relationships with ease. What sets our Notion CRM template apart is its flexibility and customization options. Tailor the template to suit your specific business needs, whether you're a solo entrepreneur or a growing enterprise. With customizable fields, tags, and views, you can create a CRM system that aligns perfectly with your workflow. But the benefits don't stop there. By leveraging the power of Notion, our CRM template goes beyond traditional CRM solutions. Seamlessly integrate your CRM with other aspects of your business, such as project management, task tracking, and document collaboration. This holistic approach ensures that every department is aligned and working towards a common goal: delivering exceptional customer experiences. Whether you're a sales team looking to boost productivity or a small business owner aiming to deepen client relationships, our Notion CRM template is the tool you need to succeed. Elevate your sales process, foster stronger connections with clients, and watch your business thrive with our comprehensive CRM solution.

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How to use this template with A.I

Delegate this template to NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.

4

Make sure the template appears in your synced database and is activated.

Make it your own

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

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Or you'd rather have it

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for free?