Top 10 Paid Personal CRM Templates

Introducing CRM Dashboard Pro – the comprehensive solution to supercharge your business management and drive success! Explore the powerful features designed to streamline your workflow and elevate your operations:

1. 📊 Intuitive Dashboard: Access all your vital information at a glance with our intuitive dashboard, providing real-time insights into your business performance.

2. 👥 Effortless Contact and Account Management: Seamlessly manage your contacts and accounts, empowering you to build and nurture relationships effortlessly.

3. 💼 Opportunity Management: Stay on top of your sales pipeline and capitalize on opportunities with our robust opportunity management feature.

4. 💬 Quote and Invoice Management: Simplify your billing process and manage quotes and invoices seamlessly, ensuring smooth transactions every time.

5. 🛍️ Product/Service Management: Keep track of your products and services with ease, ensuring efficient inventory management and sales tracking.

6. 📅 Project and Task Management: Stay organized and productive with our project and task management tools, helping you prioritize and track tasks effectively.

7. 🛠️ Support Case Management: Provide exceptional customer support with our support case management feature, allowing you to address and resolve issues promptly.

8. 🚀 Campaign Management: Plan, execute, and track your marketing campaigns effortlessly, maximizing your reach and engagement.

9. 📅 Event and Resource Management: Manage your events and resources efficiently, ensuring smooth coordination and utilization of resources.

10. 📈 CRM Analytics and Summary: Gain valuable insights into your business performance with comprehensive CRM analytics and summary reports, enabling data-driven decision-making.

Experience the power of CRM Dashboard Pro and unlock the full potential of your business management capabilities today!

Keep your database of personal contacts under control, no longer miss anyone's birthday, always know the age of your contact, what your personal preferences are, as well as basic contacts such as phone and email. This Template for Notion is very useful for having in one place relevant data about our Personal Connections.

Dark and Light Mode Available!

Effortlessly organize and manage your contacts with our feature-rich Address Book Notion template. This template goes beyond the basics, providing you with a comprehensive tool to stay connected and up-to-date with your network. Here's what you can expect:

FEATURES:

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✔️Comprehensive contact details: Email, Address, Birthday, Age, Anniversary, Relation, Spouse & Children Info

✔️Never forget a Birthday with the upcoming Birthday's view

✔️Set personalized catch up schedules with each of your contacts and keep track of when a catch up is due.

✔️ Filter by favourites, family, friends, colleagues + more

✔️Comphrehensive and Customisable

✔️Use in light or dark mode


WHAT WILL YOU RECEIVE:

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✦ Instant access to Address Book Notion Template


THIS PRODUCT IS PERFECT FOR YOU IF:

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✦ You value organized and efficient contact management

✦ You love using notion and like to have everything in one app.

✦ You want an easy to use address book that holds both your personal and professional contacts in one place.

✦ You recognize the importance of regular catch-ups and thoughtful gestures and want a template that empowers you to schedule and track your interactions.

✦ You appreciate customization and adaptability:



HOW TO USE:

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● Purchase this template and receive instant access to a pdf

● Click on the link in the PDF file to open the Notion template

● Click 'Duplicate' in the top right corner to add the template to your Notion

● Start using the template as is or customise to your liking

Pages included:

Main dashboard: Access all pages, manage client projects & add new content ideas

Brand heart: Define what makes your brand unique

Target audience: Identify your ideal clients and what aligns them with you

Offers: Define clear service offers strategically

Documents: Keep invoices, expenses, and contracts all organized in one place

Finances: Track your income, expenses, and balance.

Content creation: A system to dump ideas, define content and plan it

Notes: Take notes on copywriting ideas & all that applies to your work and brand

Client portal template: A page to manage individual client projects to be shared with your clients

Throughout the template, you'll also find useful guides on how to use a certain page, section, or database.

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.

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 template will keep your important dates and information organized all in one place. Use it to store addresses, birthdays, phone numbers, and more.

- Recurring Birthday Calendar
- Digital Address Book
- Upcoming birthdays (30 day view)
- Fully customizable

This is the perfect solution for people who would love to become that one friend, brother/sister or colleague that always remembers everything and knows exactly what lovely things to say and do, at the right moment.

Like: birthday wishes [reminders]; the perfect gifts [idea drop]; remembering partner and children names [add to database]; and remembering all discussed topics from past encounters [keep notes after every conversation].

Say goodbye to complex and confusing investment management systems.

I developed Fundmate while managing investment deal flow for a 5 mil. USD micro VC, so it has been tweaked and battle tested over several years; tracking several hundred opportunities and dozens of investments.

Are you tired of wrestling with complicated investment management systems? Say hello to Fundmate the simple and affordable Notion template designed exclusively for micro VCs, solo GPs, and angels.

Why choose Fundmate?

- User-Friendly Interface: Fundmate is intentionally designed to be simple and intuitive, allowing you to focus on what truly matters—managing and optimizing your deal flow and portfolio.

- Centralized Startup Detail Entry: Easily input and track all essential parameters of investment opportunities, while conveniently storing documents, notes, and tasks related to each startup.

- Visualize Your Investment Funnel: Gain a comprehensive overview of your investment funnel with our Discovery Funnel feature. Visual breakdowns of funnel stages and key parameters of investment opportunities are at your fingertips for easy access.

- Tasks: Track and manage general tasks or tasks related to startups in the deaflow funnel or portfolio

- Loop Back Calendar: Never miss a beat with loop backs and catch-up calls. Our calendar view ensures you stay on top of your meetings with potential opportunities.

- Manage Your Portfolio Effectively: As your opportunities evolve into a portfolio, Fundmate's Portfolio View keeps you organized and in control of each investment's progress.

- Manage your Deal & Founder Networks Databases to keep your deal generating and founder networks in check!

Who can benefit from Fundmate?

Fundmate is tailored to meet the needs of early-stage startup investors and deal flow managers, including:

- Angel investors seeking simplicity and efficiency in their investment process.

- Micro VCs who want to streamline their deal flow management without breaking the bank.

- Solo General Partners looking for a user-friendly tool to optimize their investment workflow.