Top 10 CRM Templates for BD Managers

Managing client relationships just got a whole lot easier with our 'Business CRM' template. Tailored for businesses big and small, it's your go-to for keeping track of customer interactions, sales opportunities, and everything in between. This template not only simplifies client management but also helps you personalize your approach, making each customer feel like a VIP. It’s the perfect blend of efficiency and personal touch, transforming how you connect with your clients and grow your business.

Maximize your sales strategy with this intuitive Notion template! Engineered for efficiency, this comprehensive resource transforms your leads management into a streamlined process. With a neatly structured table layout, it includes everything you need to keep track of your leads, follow-ups, and conversions. Bid farewell to chaotic processes, and let this template take the wheel, allowing you to focus on what you do best - sealing the deal. Start steering your sales process towards success today!

Organising and structuring for a fast-growing business can be tricky, but we're here to simplify it. Introducing the 'Business Wiki Notion Dashboard', your go-to organisational tool that brings clarity to your agency's operations. It's built to support your entire team, from managing client details to streamlining internal processes.

🔍 Who's It For?
Perfect for small to medium-sized businesses, agency owners, and creative teams seeking an organised and efficient way to manage their internal resources, client information, and project records. It is perfect for design-based or creative businesses.

🌈 What's Inside?
- Internal Resources: A section where you can introduce your business & core values and gather important improvement ideas.
- Client Management: Easy access to client lists (CRM template), email templates, and briefs, ensuring client communications is smooth.
- Record Keeping: Keep tabs on weekly meetings and tasks with an integrated record system.
- Employee Hub: A space to keep useful resources like onboarding and time-off requests.
- Apps & Tools: A database of curated apps and top mockups available for your team to use. Free 85+ Free and Paid mockups list is inside for reference.
- Guides: A comprehensive library where you can upload your own file guidelines, review protocols and learning guides. Free ‘Self-check Design guideline’ included for design agencies.

💡 Why You'll Love It:
- Time-Saving: With quick access to resources and records, you’ll spend less time searching and more time creating.
- Tailored to Agencies: Every category and template is crafted with the needs of agencies in mind.
- Scalable: As your business grows, so does your Agency Wiki, making it the only Notion Dashboard you’ll ever need.
- Unique: The template is easily adjustable to accommodate to your own business needs.
- Note: some pages are empty and only provide you structure to fill it with your individual business information.

This template offers a structured solution for managing contacts and leads, enhancing sales strategies, and providing clear account management and lead tracking.

It will lead individuals and teams to more organized follow-ups and increased sales opportunities.

It's simple and clean for easy customization.

Helps to manage, track and edit Customer/Company/People Database.

manage, track, and edit the sales pipeline.

Never missout meetings with task tracker.

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.

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.

This template will help you with;

1. Centralised Data Management: Easily centralise and access customer information, interactions, and transactions in one location

2. Customer Relationship Enhancement: Personalise interactions and understand customer needs to foster stronger relationship

3. Efficient Task and project management: Streamline processes and view tasks and related projects boost operational efficiency.

Tired of juggling multiple spreadsheets, losing track of leads, and missing out on potential sales?

Look no further! The Notion CRM Board Template is here to revolutionize your business operations.

Intuitive design

Powerful features

Centralize your customer data, track leads, manage deals, and boost your sales efficiency

Close deals by effectively managing calls, emails, and meetings.

Handle customer complaints with ease.

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.