Top 10 Paid Personal CRM Templates

FundMate makes it easy track all the important parameters of the startup investment opportunities and a place to keep documents, notes and related tasks.

It provides an end to end system for the whole lifecycle of a small VC operation - from an overview of the investment funnel to ability to manage a portfolio of investments made.

FundMate is made based on my experience and designed specifically for angel investors, micro VCs and solo GPs in running their startup investment activity.

The Notion Personal CRM Template offers a range of features to help you manage your contacts effectively. You can store comprehensive contact information, including names, phone numbers, email addresses, social media profiles, birthdays, anniversaries, and more. You can also set reminders with custom messages, track interactions and notes for each contact, and even calculate follow-up dates based on frequency and last contact.

My Simple CRM is a robust tool designed for efficient networking, tracking established and potential contacts and setting reminders. Ideal for anyone aiming to broaden their network, its strength lies in its user-friendly design and emphasis on authentic interactions.

This is the perfect solution for people who would love to become that one friend, brother/sister or colleague that always remembers everything and knows exactly what lovely things to say and do, at the right moment.

Like: birthday wishes [reminders]; the perfect gifts [idea drop]; remembering partner and children names [add to database]; and remembering all discussed topics from past encounters [keep notes after every conversation].

Keep your database of personal contacts under control, no longer miss anyone's birthday, always know the age of your contact, what your personal preferences are, as well as basic contacts such as phone and email. This Template for Notion is very useful for having in one place relevant data about our Personal Connections.

Dark and Light Mode Available!

Streamline Your Business & Boost Growth with the All-in-One Freelance OS!
Tired of juggling multiple tools for project management, sales, and team communication?
Ultimate Freelance OS is a powerful yet easy-to-use CRM that helps you manage everything in one place.
Here's what sets it apart:

- Project Management: Plan, track, and collaborate on projects seamlessly with built-in features like task management, Kanban boards, and document sharing.

- CRM Powerhouse: Supercharge your sales pipeline with intuitive features like deal tracking, contact management, and company profiles.

- Meetings: Track teams and clients' meetings efficiently.

- Empower Your Team: Keep your team organized and connected with employee profiles and work hour tracking.

- Financial Clarity: Gain valuable insights into your finances with transaction tracking, wallets, and invoice management

Ultimate Freelance OS is the perfect solution for businesses who want to:
- Increase Sales & Close More Deals
- Boost Project Efficiency & Team Collaboration
- Improve Client Relationships & Communication
- Gain Control of Finances
- Save Time & Simplify Workflow

Ready to experience the power of an all-in-one CRM?

Effortlessly organize and manage your contacts with our feature-rich Address Book Notion template. This template goes beyond the basics, providing you with a comprehensive tool to stay connected and up-to-date with your network. Here's what you can expect:

FEATURES:

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✔️Comprehensive contact details: Email, Address, Birthday, Age, Anniversary, Relation, Spouse & Children Info

✔️Never forget a Birthday with the upcoming Birthday's view

✔️Set personalized catch up schedules with each of your contacts and keep track of when a catch up is due.

✔️ Filter by favourites, family, friends, colleagues + more

✔️Comphrehensive and Customisable

✔️Use in light or dark mode


WHAT WILL YOU RECEIVE:

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✦ Instant access to Address Book Notion Template


THIS PRODUCT IS PERFECT FOR YOU IF:

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✦ You value organized and efficient contact management

✦ You love using notion and like to have everything in one app.

✦ You want an easy to use address book that holds both your personal and professional contacts in one place.

✦ You recognize the importance of regular catch-ups and thoughtful gestures and want a template that empowers you to schedule and track your interactions.

✦ You appreciate customization and adaptability:



HOW TO USE:

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● Purchase this template and receive instant access to a pdf

● Click on the link in the PDF file to open the Notion template

● Click 'Duplicate' in the top right corner to add the template to your Notion

● Start using the template as is or customise to your liking

Pages included:

Main dashboard: Access all pages, manage client projects & add new content ideas

Brand heart: Define what makes your brand unique

Target audience: Identify your ideal clients and what aligns them with you

Offers: Define clear service offers strategically

Documents: Keep invoices, expenses, and contracts all organized in one place

Finances: Track your income, expenses, and balance.

Content creation: A system to dump ideas, define content and plan it

Notes: Take notes on copywriting ideas & all that applies to your work and brand

Client portal template: A page to manage individual client projects to be shared with your clients

Throughout the template, you'll also find useful guides on how to use a certain page, section, or database.

This template will keep your important dates and information organized all in one place. Use it to store addresses, birthdays, phone numbers, and more.

- Recurring Birthday Calendar
- Digital Address Book
- Upcoming birthdays (30 day view)
- Fully customizable

Introducing CRM Dashboard Pro – the comprehensive solution to supercharge your business management and drive success! Explore the powerful features designed to streamline your workflow and elevate your operations:

1. 📊 Intuitive Dashboard: Access all your vital information at a glance with our intuitive dashboard, providing real-time insights into your business performance.

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3. 💼 Opportunity Management: Stay on top of your sales pipeline and capitalize on opportunities with our robust opportunity management feature.

4. 💬 Quote and Invoice Management: Simplify your billing process and manage quotes and invoices seamlessly, ensuring smooth transactions every time.

5. 🛍️ Product/Service Management: Keep track of your products and services with ease, ensuring efficient inventory management and sales tracking.

6. 📅 Project and Task Management: Stay organized and productive with our project and task management tools, helping you prioritize and track tasks effectively.

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8. 🚀 Campaign Management: Plan, execute, and track your marketing campaigns effortlessly, maximizing your reach and engagement.

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