About this template
Experience streamlined client management with the CRM Template for Notion. Perfect for getting started with organizing your business interactions. This free version includes essential features to manage your companies, clients, and meetings efficiently. Key Features: Essential Client Management * Companies: Keep track of all your business contacts and organizations. * Clients: Maintain detailed records of your clients, ensuring you have all the information you need. * Meetings: Schedule and track meetings with ease, never missing an important appointment. Simple & Effective * User-Friendly Pages: Pre-built pages designed for easy navigation and use. * Calendar Integration: Keep all your meetings and appointments organized in a clear calendar view. Upgrade to Premium Enjoying the free version? Upgrade to the Notion CRM [Premium] Template for just $14 and unlock powerful features like project management, task tracking, customizable pipelines, and much more. Elevate your business management and see the difference it can make! Try the CRM Template now and upgrade anytime to take your business to the next level! FAQ: 1. What is Notion? Notion is an all-in-one workspace for note-taking, task management, and project planning. Its user-friendly interface boosts productivity and efficiency for various users, from writers to project managers. 2. What is a Notion template? Notion templates are pre-designed components for your workspace, tailored for tasks like project management and note-taking. They help streamline your workflow and enhance productivity. 3. Is it compatible with all Notion accounts? Yes, this template is fully functional with both free and paid Notion accounts, ensuring accessibility for everyone. 4. How can I become an affiliate? Click here to fill out the affiliate form: https://affiliate.notion.so/0sapshwdut5h
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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
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.
