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Ultimate Personal CRM

3 ratings
I want this!

Ultimate Personal CRM

$0+
3 ratings

Are you tired of losing track of important contacts and missing follow-ups? Do you want a seamless way to manage both your personal and professional relationships? Look no further! Ultimate Personal CRM template in Notion is designed to help you stay organized, build stronger relationships, and enhance your productivity—all in one place.

Key Features:

  • Comprehensive Contact Management:
    • Store and organize all your contacts with ease.
    • Keep detailed records of personal and professional information, including names, emails, phone numbers, social media profiles, and more.
  • Communication Tracking:
    • Log and track your interactions with contacts, including emails, calls, and meetings.
    • Set reminders to follow up, ensuring you never miss an important conversation.
  • Integrated Task Management:
    • Create to-do lists and assign tasks related to specific contacts.
    • Set deadlines and reminders to stay on top of your commitments.
  • Customizable Views:
    • Switch between different views such as table, board, calendar, and gallery to suit your needs.
    • Easily filter and sort your contacts to find exactly who you're looking for.
  • Personalization Options:
    • Customize your CRM with tags to categorize contacts by relationship type, location, interests, and more.
    • Tailor the template to fit your unique workflow and preferences.
  • Advanced Reminders and Notifications:
    • Set automated reminders for important dates like birthdays, anniversaries, and follow-ups.
    • Get notified about upcoming events and tasks to stay ahead of your schedule.
  • Seamless Integration:
    • Integrate with your existing Notion workspace for a streamlined experience.
    • Sync with your calendar, email, and other tools to keep all your information in one place.

Benefits:

  • Stay Organized: Keep track of all your contacts and communications in one central location.
  • Build Stronger Relationships: Regularly follow up with contacts and maintain meaningful connections.
  • Save Time: Automate reminders and tasks to reduce the time spent managing your network.
  • Enhance Productivity: Focus on building relationships and achieving your goals with a streamlined and efficient system.

Perfect For:

  • Freelancers and solopreneurs looking to manage their client relationships.
  • Professionals seeking to keep track of their business network.
  • Individuals who want to maintain personal connections and stay organized.

Transform the way you manage your relationships . Get started today and experience the power of an organized and efficient personal CRM system!

Any questions?

If you have any questions, please send me a message on Twitter or email to: produchieve@gmail.com . I'm always available for a chat and respond promptly to direct messages on all my social media platforms. With an average response time of just a few hours, feel free to reach out anytime.
For more premium templates check out my collection page on Gumroad

What Is Notion?

Notion is a versatile, user-friendly productivity tool that seamlessly integrates note-taking, task and project management, and collaboration features into one cohesive platform. As a certified and recommended Notion creator, I've meticulously crafted this system to harness the full potential of Notion's features, delivering a top-tier productivity experience just for you.

How Will I Receive The Product?

After you purchase, you will have access to a link that sends you to the template. You can then duplicate it in your workspace to start using it .

Do I need to be on a paid Notion plan to use this?

No. You can access all features of this template with a free Notion account.

Can I make changes to this template?

Absolutely. Feel free to modify the template design or layout to suit your preferences and maximize its value and utility.

Can I Become An Affiliate?

Yes, fill out this form if you're interested

Visit Me Here: Website | Templates | X | YouTube

$
I want this!
37 downloads
Pricing
FREE
Access
Lifetime
Updates
Included
Current Version
v1.0
Last Update
17/12/2024
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No refunds allowed

Non-Refundable Policy:
Thank you for choosing our products. This document outlines our No-Refund Policy, which applies to all transactions and usage of our digital products. By making a purchase or accessing our Digital Products, you signify your acceptance of the conditions described herein.

Digital Product Characteristics:
Our digital products are distributed through electronic means, constituting non-tangible, digital items. Given the inherent characteristics of digital products, which can be easily duplicated post-purchase, all transactions are considered final and are not subject to cancellation, exchange, or return.

No Refunds:
Given the digital format of our products, we are unable to offer refunds or accept returns under any circumstances. This includes, but is not limited to, the following situations:

1.Change in Personal Preference or Mind: If you change your mind after making a purchase, we cannot issue a refund.

2.Compatibility Issues: We cannot provide refunds due to compatibility issues with software, operating systems, or devices.

3.Lack of Necessary Knowledge or Expertise: Refunds are not available if you lack the necessary knowledge or expertise to effectively use the digital product.

4.Unmet Expectations: If the features, functionality, or performance of the Digital Products do not meet your expectations, refunds are not possible.

5.Service Availability: Refunds are not granted due to cessation, modification, or lack of availability of associated services or Digital Products.

6.Accidental Purchases: Please review your cart carefully before finalizing the transaction to avoid accidental purchases.

Preventing Accidental Purchases:
To minimize accidental purchases, we encourage customers to review their order details before completing the transaction. Take a moment to ensure that you have selected the correct digital products and fully understand the nature of your purchase.

Documentation and Support:
We provide comprehensive documentation within the digital product, including video walkthroughs and step-by-step guides. These resources are designed to help you fully understand and utilize all features effectively.

Additionally, our commitment extends to reliable technical support. While technical support does not include exchanges, refunds, or guaranteed issue resolution, we are here to assist with any inquiries related to our digital products.

Product Information and Considerations:
Before making a purchase, review the product information, requirements, specifications, and compatibility. It is your responsibility to make informed decisions. If you need clarification or encounter difficulties, feel free to contact us at produchieve@gmail.com.

Policy Revisions:
We reserve the right to adjust or update this No-Refund Policy as needed to align with our business operations and customer needs. Rest assured that we strive to maintain transparency and fairness in all our practices.

Last updated Apr 10, 2025

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