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Notion CRM Template - Manage Clients, Sales & Teams

16 ratings
Buy this

Notion CRM Template - Manage Clients, Sales & Teams

16 ratings

The Only Notion CRM You'll Ever Need - Free for Startups, Powerful for Teams

Client Chaos is Killing Your Growth

Most businesses use 4+ tools (spreadsheets, apps, sticky notes) yet still:

  • Lose deals because client details are scattered
  • Miss deadlines with no clear project/task system
  • Waste hours tracking budgets and team tasks manually

This is why 1,200+ teams switched to this Notion CRM template.


All-in-One Client & Sales Management in Notion

With this Notion CRM system, you’ll:

Close 30% more deals (built-in sales pipelines)

Automate client tracking (contacts, companies, meetings)

Manage projects/tasks without switching apps

Track budgets & payroll (Team Version)


Why This Notion CRM Template Beats Other Tools

Most businesses use 4+ tools (spreadsheets, apps, sticky notes) yet still:

The ‘Connect & Conquer’ CRM System

  1. Choose Your Version:
    • Free (Basic): Contacts, Companies, Tasks
    • Freelancer ($15): +Projects, Meetings, Services
    • Team ($25): +Financials, Budgets, Payroll
  2. Sync in 5 Minutes: Pre-built databases
  3. Watch Clients & Revenue Grow:
    • Sales teams track deals in Notion as a CRM
    • Founders monitor cash flow with budget tracker
    • Freelancers automate follow-ups (meeting scheduler)


Irresistible Offer

Free Version Includes:

  • Contacts/Companies DB
  • Task Management
  • Notion personal CRM basics

Freelancer Version ($15) Adds:

  • Projects/Services Tracking
  • Meeting Scheduler
  • Products Inventory

Team Version ($25) Adds:

  • Admin Section: Financial tracker, Budget tracker
  • Team Hub: Salaries, Bonuses, Performance
  • VIP Support


Optimize your business with versatile CRM Notion template. Streamline tasks, enhance client management, and boost sales efficiency. Your all-in-one solution

Elevate your business strategy with our all-inclusive "CRM System" template. Seamlessly manage sales, nurture client relationships, and propel your projects to success, all in one powerful platform. whether you're selling services or products.

Empower your sales force with comprehensive insights, allowing them to initiate informed conversations based on past interactions and purchases. Deliver exceptional customer service by equipping your support teams with the contextual knowledge needed to exceed expectations.

Fine-tune your marketing campaigns for maximum impact, leveraging intricate details to precisely target your audience and amplify your results.

Leverage our extensive expertise in CRM systems to optimize platform utilization, customized for your team's peak efficiency.

Experience effortless task and project management, ensuring deadlines are met and accomplishments are celebrated. Navigate a user-friendly interface, simplifying client management from onboarding to maintaining contact details and project history.

Unlock unparalleled business potential with the "CRM System" template. Elevate your enterprise, exceed your objectives, and embark on a journey of streamlined success.

whether you're in the business of selling services or products.


This CRM is user-friendly and easy to use, so you can focus on what really matters - building strong relationships with your customers. whether you're in the business of selling services or products.

  • Customize the template to perfectly align with your unique requirements.

Frequently Asked Questions

▼ What is Notion?

Notionis a versatile platform that can be used for anything from taking notes to managing tasks to creating databases. Create and customize pages to fit your needs. Add text, images, code, and other media to your pages. Link pages together to create a network of information. Collaborate with others on projects. Share your work with the world. Notion is a great way to get organized and productive. It's the perfect tool for students, professionals, and anyone who wants to get more done. check out there websiteto sign up here

▼ How to download the template?

Open the template link, then click "Duplicate" on the top right corner to duplicate it to your workspace.

▼ Can I share this template with others?

No, this is a personal license for individual use only. If you would like to share it with a friend or your work team, feel free to share the product link with them so they can download it.


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✅ Updates:
October 2024
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