About this template

The Ultimate Clients CRM template provides valuable assistance to individuals, teams, and companies by simplifying the management of projects and customer relationships. It enables individuals to efficiently track and organize their tasks, communicate with clients, and stay on top of project deadlines. Teams can collaborate effectively, share project updates, assign tasks, and streamline customer interactions, leading to improved productivity and smoother project workflows. For companies, the template enhances overall customer relationship management, promotes team coordination, and fosters a more efficient and organized work environment.

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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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Not finding what your searching for?

Or you'd rather have it

for free?

Not finding what your searching for? Or you'd rather have it

for free?