Advertise
Advertise

Notion has a generous free plan that can be used to build your own Notion Personal CRM. Using Notion templates, you can start with the basics for a Notion CRM and then add the features that you need to manage your connections.

 

Why Use Notion for a Personal CRM?

Notion is a versatile tool that blends your everyday work apps into one. It’s an all-in-one workspace where better, faster work happens. Notion is designed to adapt to your needs, being as minimal or as powerful as you need it to be. It’s perfect for creating a personal CRM because it allows you to centralize all your knowledge, manage any type of project efficiently, and communicate more effectively with next-generation docs.

Notion’s powerful building blocks allow you to visualize, filter, and sort any way you want. You can create your own labels, tags, owners, and more, so everything stays organized. Everything is drag and drop in Notion — images, toggles, to-do’s, even embedded databases. This flexibility makes it an ideal platform for building a personal CRM that fits your specific needs.

Steps to Building Your Personal CRM in Notion

  1. Create a New Page: Start by creating a new page in Notion for your CRM. You can name it “Personal CRM” or any name that suits your preference.
  2. Set Up a Database: Notion’s databases are powerful tools for organizing information. You can create a table for your contacts, with columns for names, contact information, last contact date, notes, and any other information you want to track.
  3. Customize Your Database: You can customize your database to suit your needs. For example, you can create tags for different types of contacts (personal, professional, etc.), or create a checkbox column for contacts you need to follow up with.
  4. Add Contacts: Start adding your contacts to your database. You can add as much or as little information as you want for each contact.
  5. Create Templates: Notion allows you to create templates for your database entries. This can be useful if you often add similar types of contacts or if you want to ensure you always collect the same information for each contact.
  6. Set Up Reminders: You can set up reminders in Notion to help you remember to follow up with contacts. You can do this by creating a date column in your database and then setting a reminder for that date.
  7. Keep It Updated: The most important step is to keep your CRM updated. Whenever you meet a new contact or have a follow-up with an existing one, make sure to update your CRM.

Notion Pricing

Notion offers several pricing plans:

  • Free: For organizing every corner of your work & life. It includes unlimited blocks for individuals, limited block trial for teams, collaborative workspace, basic page analytics, 7-day page history, and the ability to invite 10 guests.
  • Plus: Costs $8 per user/month billed annually or $10 billed monthly. It includes everything in Free, and unlimited blocks for teams, unlimited file uploads, 30-day page history, and the ability to invite 100 guests.
  • Business: Costs $15 per user/month billed annually or $18 billed monthly. It includes everything in Plus, and SAML SSO, private teamspaces, bulk PDF export, advanced page analytics, 90-day page history, and the ability to invite 250 guests.
  • Enterprise: For advanced controls & support to run your entire organization. You need to request a demo or a trial.
  • Notion AI: An optional add-on that can be added to any paid plan for $8 per member/month, billed annually, or $10 per member/month for monthly billing and Free plans.

Can You Create a Free Personal CRM in Notion?

Yes, you can create a free personal CRM in Notion using the Free plan. The Free plan offers unlimited blocks for individuals, which should be more than enough for a personal CRM. However, if you want to use your CRM with a team or need more advanced features, you may need to upgrade to a paid plan.

What Personal CRM Features Are Missing When You Use Notion?

While Notion is a powerful tool, it’s not specifically designed as a CRM, so it may lack some features found in dedicated CRM software. For example, it doesn’t have built-in sales pipeline management, automated follow-up reminders, or integration with email and social media for tracking interactions. However, for a personal CRM, where the focus is more on organizing and tracking personal connections rather than sales, these missing features may not be a significant issue.

Related

CleanShot 2022 06 08 at 17.38.15

Overloop Personal CRM

More tailored towards business users, Overloop personal CRM has the features you need to store & organise your contacts, add connections from LinkedIn, email contacts and set up workflows to remind you to complete tasks & follow-up people.

  • 2
  • $30+
  • 1.4K
OnePageCRM Personal CRM

OnePageCRM Personal CRM

OnePageCRM works well as a powered-up address book with all your contacts saved, tagged and ready to keep in touch with. Add custom fields to keep track of additional contact details and see which contact you should get in contact with next in their simple list-format view.   📚 ContentsBuilding a Personal CRM with OnePageCRMWhy […]

  • 15
  • $1 - $9
  • 1.5K
CleanShot 2022 06 09 at 07.01.47

Coda Personal CRM

Coda is a simple, free personal CRM that you can use and tailor to your individual needs. Build a dashboard of your contacts and easily see your connections in terms of the criteria you set. Well-designed pages, buttons and tables make this a good choice in the simple DIY CRM space.   📚 ContentsBuilding a […]

  • 21
  • Activities done together
  • 1.5K

Add your personal CRM?

Advertise
About

We’ve researched close to 100 personal CRM software options so we can recommend the best personal CRM for your specific needs. We’ll show you how to build your own personal CRM, how to find personal CRM templates and what personal CRM apps are worth your time and money.

Navigation