Personal & Business CRM

This template combines the best practices of contact management with powerful Notion features. It helps you maintain detailed contact information, track interactions, manage events and reminders, and build stronger relationships with your network through an organized and intuitive system.

What is included?

• Dashboard
  : Features a view of all of your upcoming follow up reminders, events, birthdays, and anniversaries, as well as your contact list by last name.

• Contacts
  : The contacts page shows all of your contacts by last name, relationship, and location. You’ll see the follow-up reminders at the top. Each contact comes with over 30 properties like contact information, likes, dislikes, and connected databases.

• Companies
  : See your contacts by company and see a view of every contact you have stored inside.

• Calendar
  : The event calendar shows upcoming events. Birthday and anniversary calendars are shown based on a formula that displays the next birthday or anniversary.

• Gift Tracker
  : Track gifts given to you and gifts you want to give to others!

• Client Pipelines
  : Manage your client pipelines and see a handy chart of how many clients you onboarded or lost this month.

• Notes:
   See all notes related to each of your contacts.

• Quick Action Buttons:
   The template has quick action buttons for adding contacts, companies, notes, and more!

Disclaimer

• This template is provided as-is; its effectiveness depends on how you design and utilize it.

• The template includes one chart which means that you may need the plus plan in Notion to use it.