Top Paid CRM Templates

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 will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.

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.

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.

Streamline your real estate workflow with this comprehensive workspace designed to make it easy to track appointments and tasks, manage leads, clients and properties, and track follow-ups, as well as organize documents, financials and marketing strategies. Keep everything in one place, simplify and optimize time management.

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 comprehensive template offers an extensive CRM database with advanced features designed specifically for real estate agents

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.

What does our CRM Plus offer?

- Inbox;
- Clients pipeline;
- Contacts
- Companies
- Templates;
- Project & Task Management;
- Meetings;
- Documents;