Top 10 Free Personal CRM Templates

미팅에서 만난 사람, 거래처 직원의 정보, 연락할 시기, 사무실 연락처 등을 기록하고 관리하세요. 적절한 타이밍에 적절한 내용으로 연락하는 센스있는 사람이 될 수 있겠죠?

이 데이터베이스를 활용해 투자자와의 모든 커뮤니케이션 기록을 관리하세요. 담당자를 지정하고 진행 상태(미팅 예정, 조건 협의 중, 유치 등)와 최종 연락 일시를 확인하세요. 각 행을 자체 페이지로 열어 모든 회의록을 보관하고 후속 작업의 체크리스트를 만들거나 관련 VC가 출연한 동영상이나 팟캐스트를 임베드할 수 있습니다.

데이터베이스를 상태별로 그룹화하면 각 투자자가 어느 단계에 있는지 쉽게 확인하고 투자유치를 진행할 수 있습니다!

- The first section that you'll see after accessing this template is the tasks section. This makes it easier for you to know which tasks you're currently working on as well as closed tasks. Add new project-related tasks, track which client the task is connected to and the due date.
- Every table/database is linked so that you don't have to input your details twice. There's a display of all the current clients that you're working with vs past clients.
- Track your open and closed projects in one place.
- Add client interactions and what project/ task they're related to as well as the interaction type (call, text, meeting e.t.c) and important notes.

Stay organized, track leads and deals, and nurture valuable relationships, all in one sleek and professional platform.

Efficiently manage your job hunting process and increase your chances of getting the job you really want. Use this template to keep track of the positions you applied for and to always be ready for the interview.

Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.

Contact list template for you. You can use it for keeping your contact database

Introducing our Notion CRM template, the ultimate solution to streamline and optimize your customer relationship management process. In today's fast-paced business environment, maintaining strong connections with clients is paramount to success. With our Notion CRM template, you can effortlessly organize and manage your leads, contacts, and interactions, all within the intuitive interface of Notion.

Gone are the days of scattered spreadsheets and disjointed communication channels. Our template provides a centralized hub where you can store all relevant customer information, from initial contact to post-sale support. Easily track the progress of leads, monitor client communications, and nurture relationships with ease.

What sets our Notion CRM template apart is its flexibility and customization options. Tailor the template to suit your specific business needs, whether you're a solo entrepreneur or a growing enterprise. With customizable fields, tags, and views, you can create a CRM system that aligns perfectly with your workflow.

But the benefits don't stop there. By leveraging the power of Notion, our CRM template goes beyond traditional CRM solutions. Seamlessly integrate your CRM with other aspects of your business, such as project management, task tracking, and document collaboration. This holistic approach ensures that every department is aligned and working towards a common goal: delivering exceptional customer experiences.

Whether you're a sales team looking to boost productivity or a small business owner aiming to deepen client relationships, our Notion CRM template is the tool you need to succeed. Elevate your sales process, foster stronger connections with clients, and watch your business thrive with our comprehensive CRM solution.

Person Mock Data 100 rows. Columns: id | first_name | last_name | email | gender | country | city | address | zip | phone | university | job | company | department | skills | date

Introducing Notion Contacts:
1. The Productive Way to Manage Your Relationships.
2. Auto Search by First Character.
3. Record Phone Number and Email.
4. Show Your Favorite Contacts.
5. Check Encounter Commemoration.
6. Check the Upcoming Birthday.