Client CRM — Notion Template
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Client CRM — Notion Template
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What's Included
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.
This Notion workspace replaces the scattered docs and spreadsheets most small business teams rely on. 7 databases cover Dashboard, Contacts, Deals Pipeline, Companies and 3 more, all interconnected.
Board, calendar, gallery, and table views are set up for each database. Sample data included. Blank version included. One click to duplicate it to your workspace.
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Databases & Pages Included (7)
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
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