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Top 10 CRM Templates for Sales Engineers

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Customer Relationship Management (CRM) facilitates Sales Engineers in managing interactions, tracking sales leads, and improving customer relationships efficiently. A CRM template in Notion can streamline these aspects by organizing contacts, sales pipelines, and interactions in a cohesive and user-friendly manner. Before diving into creating your personalized CRM system, consider exploring these Notion CRM templates to simplify the setup process and enhance productivity.

What Should CRM Templates Include?

Choosing the right CRM template can streamline your sales process significantly. Here are key components to look for when selecting a CRM template for optimal efficiency:

  1. Contact Management: This feature should allow you to easily store, search, and manage customer information. A good template will help keep track of interactions and history.

  2. Sales Tracking: Look for templates that offer detailed pipelines or sales tracking capabilities. This will help you monitor deals at every stage and forecast future sales effectively.

  3. Task and Event Scheduling: Ensure the template includes a calendar or scheduling tool that integrates with other features for setting reminders and planning follow-ups.

  4. Reporting and Analytics: A robust reporting tool is essential for analyzing performance, tracking sales metrics, and refining strategies based on data-driven insights.

Selecting a CRM template with these components will not only save time but also enhance your team's productivity and customer relationships.

What Should CRM Templates Avoid?

Choosing the right CRM template is crucial for streamlining sales processes efficiently. However, certain features can complicate rather than simplify your workflow. Here are three key components to steer clear of:

  1. Overly Complex Features: Avoid templates with excessive features that are not directly beneficial to your sales goals. These can lead to confusion and reduce productivity.

  2. Non-Customizable Elements: A rigid template that doesn't allow modifications can hinder adapting the CRM to your specific needs. Flexibility is key in a dynamic sales environment.

  3. Limited Integration Capabilities: Ensure the template can integrate seamlessly with other tools you use. Lack of integration can create data silos and disrupt workflow.

Choosing a CRM template that avoids these pitfalls will help ensure it complements your sales strategy and enhances your team's performance.

1CRM de vendas

Seu funil de vendas não precisa parecer um software SaaS robusto. O Notion oferece um modelo limpo para você definir apenas os campos necessários para rastrear leads. E cada registro é sua própria página no Notion, onde você pode manter anotações sobre cada ponto de contato. Este modelo ajuda você a começar com o básico.

Uma prévia do modelo para CRM de vendas

2Startup Sales CRM

This is a simple CRM for startup I made when I wasn’t able to find anything good online. I was looking for something dead-simple where I could upload recorded calls and filter by timeline so that the engineering team can see when the next demo or proof-of-concept kick-off is, and build the relevant features accordingly. This CRM is best if you’re very early and have a quick iteration process where sales tests hypotheses on discovery calls and engineering builds MVPs based on customers’ needs.

Uma prévia do modelo para Startup Sales CRM

3Hotswap's CRM

Hotswap is helping companies unlock new clientele. As a fast moving startup, they use Notion as their customer relationship management tool. As part of our webinar series, we had Notion expert live-critique Hotswap's CRM and improve it on the fly. Use their template to streamline your customer pipeline and simplify sales.

Uma prévia do modelo para Hotswap's CRM

4Sales CRM

It organizes all the sales collateral at one place. It helps in tracking your sales pipeline and progression. It also helps in decluttering your workspace.

Uma prévia do modelo para Sales CRM

5Sales Pipeline

Keep track of all your clients and view filtered lists of deals In Progress, Won and Lost. You can also view your contacts in a pipeline-style Kanban Board.

Uma prévia do modelo para Sales Pipeline

6Professional CRM

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.

Uma prévia do modelo para Professional CRM

7Essential Customer Success +

The definitive solution for Customer Success Managers. Manage and monitor your portfolio of customers. Ensure everyone understand the value your customer receives, and the quality of each relationships. Quantify how well adopted your solution is, organisational rigour, and the growth opportunities

Uma prévia do modelo para Essential Customer Success +

8Agency CRM

Just a Notion lover Guy using it in my professional work fields and tryna Give Irresistible VALUE to the Like-minded. (Read Below):


If you fall under these or just casual notion Lover

---Solopreneur just starting

---Freelancer, Service Based

---Small Business MGT

---Consultant

---Student, Side Hustle


And Have work related to

Business Management

CRM , Meetings and Clients Relationships

Lead Gen

Content Creation

Tracking Incomes and Expenses


And Have pain points:

Can't find a all-in-one place for all my business works.

I need a bird view perspective to my whole business operations.

I am too messy in professional field, boss hates that, need solution.

I hate Traffic and long ours of commute.

I need location freedom.

Covid might again come,
need to stay home and manage my business and clients

Air pollution outside

Loves Earth but hates too many buildings and wants to go remote.


If you fall under anyone of these then,


I urge you to get the CRM(it's Free) or Classic Version (15 Bucks) at least and Try it out.

Trust me 15 bucks is worth the price for a new thing that'll help or you'll learn at least (Being Professional).

All Constructive criticisms are welcomed, it'll help me to upgrade it in future.

Uma prévia do modelo para Agency CRM

9Sales CRM

The Sales CRM for Notion provides a comprehensive and customizable way for tracking leads, managing sales pipelines, and reporting results. With the ability to track leads and products, the template empowers sales teams to identify and focus on high-value opportunities, improving overall sales performance. Additionally, the dashboard and team summary pages provide real-time insights and analytics, enabling teams to optimize their processes and drive revenue growth.

Overall, the Sales CRM for Notion helps individuals, teams, and companies by providing a centralized, efficient, and customizable solution for managing their sales processes, leading to better performance and improved revenue growth.

Uma prévia do modelo para Sales CRM

10Real Estate Sales CRM

If you’re looking to build a CRM in Notion for your real estate agency, you’re in the right spot. By using Notion to build your CRM, you can create the custom real estate CRM that you need in your favourite tool.

Uma prévia do modelo para Real Estate Sales CRM

Closing Thoughts

Implementing these templates can streamline your workflow, ensuring you spend less time on data entry and more on selling. They help maintain a clear view of your sales pipeline.

By using these tools, you can enhance customer interactions and follow-ups, increasing your chances of closing deals. Start integrating them into your daily routine today.

Related Terms

What is Sales Pipeline?

A sales pipeline is a visual representation of where potential clients are in a series of sales processes, helping sales engineers manage and forecast sales activities.

What is Lead Scoring?

Lead scoring is a methodology used in CRM to rank prospects against a scale that represents the perceived value each lead represents to the organization.

What is Customer Segmentation?

Customer segmentation involves dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, interests, spending habits, and location.

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