CRM System - Notion Template

Notion is an all-in-one workspace that allows you to organize your notes, tasks, projects, and more. Our CRM template is designed to enhance your business operations within Notion. It provides tables, views, and tools tailored for client management, project tracking, and team collaboration. You'll find pre-designed structures to input data, manage tasks, and streamline communication, making your business processes smoother and more efficient.

After your purchase, you will find a *.PDF file. Open it, and you will discover the link for the template. At the top left, you'll find a 'Duplicate' button. Make sure you have an account in Notion and that you are signed in. After that, you can locate your copy in the private section of your Notion page.

Yes, Notion templates work offline, but with some limitations, You can open and edit offline but you cannot create new pages Any changes you make to templates offline will not be synced to the Notion cloud until you reconnect to the internet. If you close the Notion app or tab while you are offline, you will lose any unsaved changes.

Absolutely, you can share the template with your team members. Collaboration is a key feature of Notion, and you can invite your team to access and contribute to the CRM template.

Our CRM template is intended for personal and team use within your business operations. However, reselling the template itself is not permitted. If you're interested in offering customized Notion templates or using our services for template design, please reach out to us for more information on how we can assist you.