Mini CRM

Introducing Mini CRM for Notion – the ultimate tool to streamline your workflow and enhance productivity. This innovative template blends the best of task management and professional network organisation into a single, user-friendly platform in Notion.

At its core, Mini CRM is designed to simplify your work life. It offers a robust task management system that helps you easily stay on top of multiple projects. You can create a detailed to-do list, prioritise tasks, and track your progress in real-time. Fully customisable, this template adapts to your specific needs and preferences, allowing you to focus on what's essential, streamline your tasks, and reduce stress.

In addition to task management, Mini CRM introduces a sophisticated contact management system through its People OS Feature. This component allows you to track every individual in your professional network effortlessly. You can record crucial details such as association, group affiliation, and each contact's potential impact on your success. With tools to monitor your last interaction, schedule upcoming check-ins, and view a geographical overview of your connections, managing professional relationships has never been more straightforward.

The template also integrates a simple and intuitive calendar setup, enabling you to organise meetings and agendas seamlessly. Link relevant contacts, outline meeting objectives, and transparent complete meetings from your view. This efficient system ensures you focus clearly on daily tasks and long-term connections.