Notion Personal CRM

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About Notion Personal CRM

Notion Personal CRM is an easiest way to keep tracking the contacts and related conversations. This tool for organizational harmony that helps to filter through the often chaotic world of networking! This template is the perfect solution to increase productivity and ensure that all of the contacts are where and when need them. With Notion Personal CRM, contact management is a breeze. Without leaving the comfort of one page, keep track of things like people’s names and contact details, past conversations and notes from meetings, plus any follow-up tasks or action items that need to be done. With everything laid out in front of , never forget what was discussed or needed to be done afterwards!

Pricing

Free Trial Not Available
Starts at $5.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%
Reviews

60%
Momentum

61%
Popularity

62%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

Modes of Support

Online

Notion Personal CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Notion Personal CRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Personal CRM $5.00 $5.00

Features

All Contacts
Follow up
Manage Template

Personal CRM Master Bundle $20.00 $20.00

Get access for Notion Personal CRM, Notebook Manager, Aesthetic Themed Time Box, Minimal Thememd Time Box

Features

All Contacts
Follow up
Manage Template

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 09/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Notion Personal CRM Pricing