Best CRM Templates for Account Executives

Behalte den Überblick über alle Personen, die du kennenlernst, was du über sie weiß, wann du Kontakt aufnehmen kannst und ob es sich um einen beruflichen Kontakt handelt. So kannst du immer nachfassen und kennst immer das richtige Geschenk.

Say hello to stress-free invoicing with our 'Invoices Manager' template. It's the perfect tool for freelancers, small businesses, or anyone tired of juggling billing details. Keep track of who owes what, when payments are due, and manage all your invoices in one neat, easy-to-use space. This template doesn't just organize your invoicing; it transforms it into a smooth, super-efficient process, giving you more time to focus on what you do best.

Struggling to manage multiple projects, tasks, deadlines, and team collaboration? Wish for a solution that makes project management simpler and boosts your productivity? Look no further! Our Project Management Notion Template is your answer.

Elevate Your Projects, Simplify Your Success!

- Organize and monitor all your projects in one place.
- Keep track of tasks with daily views, task tables,.
- Management project all in one—Staff, Client & Finance.
- Collaborate with your team, attach files, and prioritize tasks for smoother teamwork.

Key Benefits

- Efficiency: Streamline your project management process, reduce admin work, and increase efficiency.
- Clarity: Have a clear view of your project landscape with project statuses, deadlines, and tasks in one place.
- Productivity: Focus on today's tasks and increase your productivity.
- Team Collaboration: Improve team collaboration, share files, and assign tasks to ensure everyone is aligned.

Features

- Project Sections: Categorize projects as "Done," "Not Started," or "In Progress," and see the number of remaining tasks instantly.
- Tasks Section: Manage tasks efficiently with daily views, structured table views, and workflow-visualizing Kanban views. Group tasks by project.

Ready to take control of your projects, boost your productivity, and simplify your project management? Don't let your projects overwhelm you. Try our Project Management Notion Template today and experience the difference. Take the first step towards organized, efficient project management now! You and your projects deserve the best. Get started today.

- The first section that you'll see after accessing this template is the tasks section. This makes it easier for you to know which tasks you're currently working on as well as closed tasks. Add new project-related tasks, track which client the task is connected to and the due date.
- Every table/database is linked so that you don't have to input your details twice. There's a display of all the current clients that you're working with vs past clients.
- Track your open and closed projects in one place.
- Add client interactions and what project/ task they're related to as well as the interaction type (call, text, meeting e.t.c) and important notes.

It's a lightweight CRM that allows you to track leads, accounts, and opportunities without having to purchase an expensive solution. Great for small companies or teams within large companies that don't want to use a large, clunky CRM.

This free Notion template features user-friendly tabs for All Contacts, Clients, Leads, Freelancers, and Misc, ensuring all your valuable connections are easily accessible in one place. Simplify your freelance journey and nurture meaningful connections.

Nutze diese Datenbank, um alle Interaktionen mit Investor/-innen im Blick zu behalten. Bestimme den Status jedes Gesprächs (z. B. geplantes Treffen, Terminskizze, abgeschlossen) und siehe, wann du zuletzt Kontakt aufgenommen hast. Jede Zeile öffnet sich auf einer eigenen Seite, auf der du alle Notizen von Meetings aufbewahren, Checklisten von Folgeaufgaben anlegen, Videos oder Podcasts über die in Frage stehenden VCs einbetten kannst.
Lasse dir diese Datenbank als Board sortiert nach Status anzeigen, damit du sehen kannst, welche Investor/-innen auf welcher Stufe in deinem Fundraising-Prozess stehen - und halte die Dinge in Bewegung!

This template is designed to provide an orderly and systematic approach to managing partnership information. It centralizes all details from initial conversations to comprehensive meeting notes, offering an organized snapshot of partnerships by manager, program, priority, and product. It's a way for cross-functional stakeholders to be looped in effortlessly, fostering collaboration while keeping things simple.

The OptiOpp CRM system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.

Managing client relationships just got a whole lot easier with our 'Business CRM' template. Tailored for businesses big and small, it's your go-to for keeping track of customer interactions, sales opportunities, and everything in between. This template not only simplifies client management but also helps you personalize your approach, making each customer feel like a VIP. It’s the perfect blend of efficiency and personal touch, transforming how you connect with your clients and grow your business.