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.

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.

What does our CRM Plus offer?

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

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.

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.

Simplify your real estate operations with this tailored CRM template. Perfect for managing customer relationships, it helps track sales leads, organize property listings, and store client details in one streamlined system. Segment contacts by interest level, manage follow-ups, and connect buyers to properties effortlessly.

With customizable views, dynamic dashboards, and task management features, this CRM enhances team productivity and customer satisfaction. Access your CRM on the go via mobile, ensuring you’re always prepared, whether in the office or out in the field. Boost your real estate sales efficiency and client management today!

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

Simplify your consulting operations with this all-in-one CRM template designed for managing client relationships and business workflows. Track sales leads from inquiry to completion, organize client details, and maintain communication logs effortlessly. This template empowers your team to stay on top of client follow-ups and streamline daily tasks, all while providing a user-friendly interface.

Key features include client segmentation, task assignments, sales tracking, and dynamic dashboards for a complete overview of your operations. Whether you’re managing client builds or keeping team goals in focus, this CRM adapts to your needs. With mobile app access, you can stay productive and responsive from anywhere. Perfect for consultants and freelancers aiming to enhance productivity, organization, and client satisfaction.