Notion Personal CRM template

$5
$5
Hugh.
2 ratings

Take control of your personal and professional relationships today.


What's included in the dashboard:

✔️  Automatic reminders to connect with friends/family/colleagues

✔️  Recurring birthday reminders

✔️  Birthday calendar

✔️  Contacts broken down by relationship type and location

✔️  Built-in meeting note templates to record your conversations

✔️  Instructions on properties, formulas and setup

✔️  Lifetime updates included



FAQ

Does this work with a free Notion account?

  • Sure does! Just hit duplicate and you're good to go!


Are free updates included?

  • Yes - all updates are free and included! There is a Changelog page included in the template that will document any updates. I'll be sure to let you know of any updates too.


How will I know how to use the template?

  • There is a setup page included to run you through plus 5+ video guides inside the dashboard.




HHey 👋 I'm Hugh - the creator of this template.

I'm a Notion ambassador and obsessed with optimising Notion spaces!
You can check out my other templates here.
Want to get in touch? Shoot me a message on Twitter.

Happy to answer any questions you have!


2 ratings
  • CRM Notion dashboard

  • Contact reminders
    Automatic
  • Birthday reminders
    Automatic and recurring
  • Customisable?
    Yes
  • Updates?
    Lifetime updates included
  • CRM Notion dashboard
  • Contact remindersAutomatic
  • Birthday remindersAutomatic and recurring
  • Customisable?Yes
  • Updates?Lifetime updates included

Ratings

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(2 ratings)
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Notion Personal CRM template

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