Travel, Meet, Repeat

This Notion-based CRM template is designed to help you efficiently manage your sales pipeline, client relationships, and business insights all in one place. With dedicated sections for Deals, Companies (Leads), People, Tasks, and Analytics, this template provides a comprehensive solution for tracking every aspect of your sales process. Try this template to achieve new business goals!

Main features:
- 👥 Track contacts
- 🔔 Alerts for touching
- ⛽ Nurture network
- 🏓 Touching strategies
- 🏷️ Segment network
- 📜 Track touches
- ➡️ Set follow-ups

This template is highly influenced by the following 📚 networking books:
- 🔗 Superconnector, by Ryan Paugh
- 🧑‍🤝‍🧑 Friend Of A Friend, by David Burkus
- 🍽️ Never Eat Alone, by Keith Ferrazzi
- 🤲🏽 Give and Take, by Adam Grant
- 📢 How to Win Friends and Influence People by Dale Carnegie

👌🏽 Suitable for entrepreneurs, professionals, freelancers or anyone seeking to expand their network

See 📜 Terms of Use: https://fifth-toque-3df.notion.site/Terms-of-use-b47fe5c61c0f45d5aa9235ebe679fc2f

Key Features:

Basic CRM System: Lay the foundation for effective customer relationship management.

Pipeline Management System: Organize and visualize your business processes with an efficient pipeline management system.

Quick Add Module for Important Client, Contact, Company, and Notes: Easily add crucial information for clients, contacts, companies, and notes with a quick and convenient module.

Contact Management: Efficiently manage and organize your contacts for better communication and relationship tracking.

Companies Management: Keep your company details in order, allowing for seamless organization and tracking.

Notes Management: Centralize and manage your notes, ensuring important details are readily accessible.

Your sales funnel doesn't have to feel like heavy SaaS software. Notion gives you a clean canvas to define only the fields you need to track leads. And each record is its own Notion page, where you can keep notes on every touchpoint. This template gets you started with the basics.

Mini CRM for Notion

Struggling to manage your sales leads effectively? Meet Mini CRM for Notion, your all-in-one, minimalistic solution to streamline your sales process.

Build and nurture your customer relationships effortlessly. A CRM tracker offers a streamlined way to enhance business connections, driving growth and success.

Key Benefits

- Boost Sales Efficiency: Track and manage leads effortlessly.
- Stay Organized: Keep important leads in sight and archive completed ones.
- Save Time: Use pre-made email templates for quick communication.
- Enhanced Focus: Prioritize key leads and never miss a follow-up.

Features

- Pipeline Board: Track leads through various stages.
- Priority Leads: Highlight essential leads.
- Archived Leads: Clean up your pipeline.
- Email Templates: Customize and use pre-made templates.

Ready to boost your sales efficiency? Try Mini CRM for Notion today!

Hello, fellow academic! Are you missing out on the full potential of academic conferences? Do you want to elevate your conference experience and maximize every opportunity?

Academic conferences are inspiring events: You learn new things, meet new and interesting people, and have tons of research ideas.

But then?

You return home and find your notes scattered across different places and your brilliant ideas forgotten. You somehow lost the contact information of the new people you met. And reimbursement at your institution becomes a dreadful process because you need to sort through endless files and emails to find the corresponding documents.

Does that sound familiar?

Then I have the perfect solution for you: The Conference Travel and Management Hub for Academics! Organize your conference travel, notes, ideas, contacts, expenses, and much more, all in one place!

The template contains:

- An interface for the conference and travel details, details for your presentation, etc.: Easily access and organize all critical information in one place, saving time and reducing stress.

- To-Do list and packing list: Never miss a deadline or forget an important task or item.

- Conference schedule: Quickly access the schedule and create a personalized one, maximizing your time at the conference and ensuring you don't miss any important sessions or opportunities.

- Networking: Plan your networking activities and store new contacts in a centralized contacts database to build valuable connections and collaborations.

- Notes and Ideas database: Quickly jot down important information and ideas to access them later, ensuring you capture all valuable insights in one place.

- Expense tracker: Track your expenses and store relevant documents for seamless reimbursement, making the process easier and faster.

- Resources section: Store all resources (map of the location, places to visit, abstract book, etc.) in one place for instant access, helping you stay organized and quickly find what you need during the conference.

- Pictures collection: Collect your best pictures from the conference to maintain some beautiful event memories and share them with colleagues and peers!

- Conference wishlist: Is there any conference you would like to attend someday? Store conferences you want to attend in the future to plan and prioritize your conference attendance.

Ready to level up your conference game and maximize your conference experience?

Get your personal Conference Travel and Management Hub now!

Ideal for those who travel for work or leisure, this tracker helps you keep tabs on travel-related expenses such as flights, accommodations, meals, and transportation and much more.

Are you looking for a tracker to keep track on expenses associated with your travel and spend within budget?

This tracker is perfect to set budget for expenses, plan trips in advance and spend wisely for each trip within budget.

Designed with the concept idea of a Conference Dashboard, this template offers a very intuitive system to organize your travel, conference schedule, networking, and research. Say goodbye to scattered notes, forgotten ideas, and wasted time searching for crucial information.