Navigating the realm of customer relationship management (CRM) can be a daunting task, especially when searching for a tool that matches your business's unique needs. Notion, a powerful and flexible tool, offers an impressive array of CRM templates that can transform your business's customer management and sales tracking processes. But, with so many templates available, where do you start?
Each CRM template in this list will be reviewed based on an overview of its features, its pros and cons, and suggested use cases. Whether you are a freelancer, startup, or established business, there's a Notion CRM template for you. Let's delve into the list:
Overview: This sophisticated CRM by Landmark Labs provides you with a comprehensive system to manage your customer relationships. It goes beyond the basic CRM functions to provide project management, team collaboration, and goal tracking.
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Use Cases: Ideal for larger organizations and startups that need a robust CRM with integrated project management and team collaboration.
Overview: aNotioneer's Advanced CRM is designed for businesses that need a powerful yet user-friendly CRM system. It includes customer profiling, sales pipeline management, and follow-up reminders.
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Use Cases: Best suited for small businesses and self-employed professionals who want a simple, effective CRM.
Overview: This creative-friendly CRM is perfect for individuals and teams working in the creative industry. It features project management, client management, and portfolio tracking.
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Use Cases: Ideal for creative professionals, agencies, and freelancers looking to manage clients and projects.
Overview: The Notion Gallery's Sales CRM is a streamlined solution for sales-focused businesses. It offers efficient deal tracking, contact management, and sales analytics.
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Use Cases: Perfect for sales teams and businesses focused on sales analytics and efficiency.
Overview: Easlo's CRM Tracker is an intuitive and minimalist CRM tool, perfect for those who need a straightforward, no-frills system to manage their contacts.
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Use Cases: Great for startups and small businesses that need a simple, easy-to-navigate CRM.
Overview: SalesMate by Tomas Vysny is an excellent choice for businesses that are looking for a sales-focused CRM with detailed tracking and forecasting features.
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Use Cases: Suited for businesses focused on sales forecasting and detailed performance tracking.
Overview: The Pipeline Section of Landmark OS is a comprehensive CRM system within a broader business management platform. It provides deep insights into your sales pipeline alongside powerful CRM capabilities.
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Use Cases: Best for businesses that want an integrated system for managing all aspects of their business, not just customer relationships.
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💡 What is a Notion OS? Notion OS templates are ready-made workspaces that have been designed for specific business types. You can always customize your Notion OS further with individual components--but your OS should serve as your base hub, with the fundamental structure you need to run a business in Notion.