CRM Toolkit Notion Template

Organize and improve your relationships with your clients and customers.

Make life easier, and improve how you manage interactions, relationships, and communications with customers throughout the entire customer lifecycle.

Keep you client details and data in one place.

Manage projects, bring in other team-members, view upcoming meetings, and more.

What you get

The CRM Toolkit was created to make life easier for small businesses, start-ups and individuals.

• Dashboard hub
• Client Pipeline
• Project Tracker
• Calendar view
• Client view
• Contacts View
• And more

Streamline your services, workflow and sales processes so you can focus on helping your client.

FAQs

What is Notion?

Notion is a free-to-use single digital space where you can think, write, and plan. Capture thoughts, manage projects, or even run an entire company — and do it exactly the way you want. Sobriety Hub is built inside Notion and is easy to use and set up even with no prior knowledge.

What is a Notion Template?

Notion templates are pre-built Notion hubs that can be imported into your Notion workspace, so you avoid spending long hours building systems and workspaces from the ground up.

Do I need to pay to use Notion?

Not at all. You can use this template without a paid Notion plan; however, you can do so much more with my templates if you upgrade to a paid plan.

Can I make changes to this template?

Yep! This template is ready to be customised to best suit your needs.

What happens after I purchase?

After your purchase, you will be redirected to a Notion page containing the template. From here, you can duplicate the template into your own workspace. You will also receive the template link and order confirmation to your email.

What if I have other questions?

You can send me a message anytime at alex@alexnoles.com

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