Products/Client CRM — Notion Template

Small Business

Client CRM — Notion Template

Name: Client CRM — Notion Template
Brand: Fennec Press
Price: 19.00 USD
Availability: InStock

$19.00

One-time purchase · Duplicate to your Notion workspace instantly

Works with

NotionAny browserNotion mobile appsOne-click duplicate

Secure checkoutInstant delivery30-day refund

Save with a Bundle

This template is included in a bundle. Get more templates and save:

All Notion Templates Bundle

42 templates included

$49.99

$1178.00

-96%

What's Included

7 connected databases

Board, calendar, gallery, and table views

Sample data plus a blank version

One-click duplicate to your workspace

Overview

A CRM that lives in Notion instead of costing $50/month. Drag deals across your pipeline board, log follow-ups, track contacts and companies, and see your revenue numbers on a single dashboard. Built for service businesses and consultants who need relationship tracking without the overhead of Salesforce.

Replaces the scattered Google Docs and spreadsheets most small business teams limp along with. 7 interconnected databases, every view configured, sample data you can poke through before you clear it. One click to duplicate.

Databases & Pages Included (7)

Dashboard

Contacts

Deals Pipeline

Companies

Tasks & Follow-ups

Notes & Activity

Getting Started

Key Features

5 databases: contacts, deals, companies, tasks, and activity notes
Drag-and-drop deal pipeline (lead > qualified > proposal > won/lost)
Follow-up task list with due dates, so nothing slips
Activity log tied to each contact and deal
Company records linked to contacts and deal history
Dashboard shows pipeline value, win rate, and upcoming follow-ups
Filter views by deal stage, assigned owner, or date range
Sample pipeline loaded with example data to learn from

Ideal For

Service business owners tracking 10-200 clients
Sales consultants managing a pipeline
Freelancers who keep losing track of follow-ups
Anyone who outgrew a spreadsheet CRM but doesn't want to pay for HubSpot

Common Questions

Do I need a paid Notion account?

No. The free Notion plan works. Paid Notion (Plus or higher) gives you unlimited file uploads and version history, but none of that is required to use this template.

How do I get the template?

After purchase you get a "Duplicate to your Notion" link. Click it, sign into Notion if prompted, and the full workspace copies into your account in one click.

Can I share the duplicated workspace with my team?

Yes. Once it's in your Notion account, share it with collaborators using Notion's standard share settings.

What if I need a refund?

30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.

Can I re-download the file later?

Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.

Can I use this for my business / my clients?

Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.

Review us on Trustpilot

Get this template in the All Notion Templates Bundle

42 templates for $49.99, save 96%

View Bundle

Ready to Get Started?

Get instant access to Client CRM — Notion Template

Secure Checkout

Instant Download

30-Day Refund

Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.