A CRM template in Notion is a pre-built system to manage customer data, track sales, and organize interactions efficiently. Using Notion for CRM benefits businesses by centralizing information and improving workflow.
Centralized Data: Keep all customer information organized in one place.
Improved Tracking: Easily monitor leads, sales progress, and follow-ups.
Customizable Workflows: Adapt templates to fit specific business processes.
Enhanced Collaboration: Enable teams to share and update CRM data effortlessly.
This blog compiles the top Notion CRM templates based on usability, features, and customization options. Find the curated list of templates below.
Notion CRM is a free, easy-to-use client management system that helps freelancers and small teams track contacts, manage sales pipelines, and store deal details in one organized workspace. It offers clarity on sales stages and client relationships without complex software.
Manage leads, clients, and contact info in one Notion workspace
Track sales stages like contacted, proposal sent, or closed
Store important info including company name, deal value, platform, and next steps
Organize freelance or business sales pipelines without extra software
A powerful Sales CRM system using Notion as your backend and NotionApps as the customizable web frontend. Perfect for startups, agencies, solopreneurs, and growing sales teams—this setup helps you manage leads, track pipelines, and close deals efficiently with role-based access and intuitive workflows.
Build a full-featured CRM system with Notion as your data source and NotionApps providing a polished, user-specific frontend.
Organize and manage your sales funnel across stages like Lead In, Contacted, Proposal Sent, Negotiation, and Closed.
Use row-level permissions to restrict visibility—sales reps see only their leads, while managers access the full pipeline.
Add search, filters, segmented tabs, and dynamic dashboards to view leads by owner, deal size, region, or status.
Customize screens for different roles—Sales Reps, Sales Managers, Clients—with tailored views, KPIs, and update buttons.
Secure your CRM with login access, password protection, or single sign-on, and host the web app on your custom domain.
The Ultimate Business CRM Template for Notion is a comprehensive tool designed for freelancers, solopreneurs, content creators, and entrepreneurs to enhance productivity and streamline business management. It helps organize contacts, projects, meetings, and notes efficiently within Notion.
Dynamic Dashboard with Kanban layout to manage projects, tasks, and contacts
Efficient Contact Management tracking leads to conversion with notes and related tasks
Company Tracker to document companies and manage related projects
Project Mastermind managing tasks with calendar and project status overview
Note Nook powered with AI to capture, organize, and summarize notes
Meeting Manager with built-in calendar linking notes, projects, and contacts
A simple and powerful Notion template to manage business contacts, accounts, sales leads, and sales pipeline efficiently. Organize active and inactive clients and track deal values with ease.
A comprehensive CRM Notion template designed to manage sales pipelines, projects, tasks, contacts, companies, and notes all in one place. Ideal for small business owners and freelancers to streamline workflow and boost productivity.
An all-in-one Notion template designed for entrepreneurs and startups to organize their online business effectively with a clean dashboard and multiple databases.
Central dashboard for easy navigation
Multiple databases including calls, prospects, customers, and orders
A minimalistic Notion template designed to help small sales teams manage clients, opportunities, and contacts efficiently. Set up sales pipelines and boost sales at any stage with this easy-to-use database system.
Minimalistic design focused on key sales activities
Manage clients, opportunities, and contacts effectively
Manage your contacts, sales pipeline, projects, and more with this all-in-one Notion template designed for organizing sales and client outreach efficiently.
A comprehensive and easy-to-use Notion template for managing clients and projects efficiently in one place. Track client information, project timelines, pipelines, and meetings seamlessly.
Manage client information easily
Track project timelines and pipelines
Assign and schedule meetings with clients
Centralized workspace for client and project management
Simplifies client and project tracking process
Optimized for productivity and efficiency in Notion
The Notion Personal CRM helps you manage personal relationships and connections by organizing contacts, setting reminders, and tracking interactions. It features an intuitive interface for storing contact info, managing tasks, and notes linked to each contact.
Store and organize personal contact information in one place
Set reminders for important dates, events, or follow-ups
Manage tasks and notes associated with each contact
Categorize contacts with tags and labels for easy filtering and searching
Customize contact fields to capture specific information relevant to you
Streamline personal life with an intuitive and customizable interface
The CRM Dashboard Notion Template helps streamline business operations with contact, account, event, task, and opportunity management combined with customizable features to boost productivity and collaboration.
Organize contacts and build stronger relationships easily.
Manage accounts and companies in one centralized location.
Stay on top of events with intuitive event management.
Keep tasks prioritized and organized for success.
Track sales opportunities effectively to improve pipeline management.
Customize the template to fit unique workflows and enhance team collaboration.
A free Notion template designed to help agencies scale their work by managing clients, projects, and workflows efficiently using a CRM system integrated within Notion.
A minimal and organized CRM template designed for real estate agencies to manage clients, sellers, houses, and services efficiently with a lead pipeline and task integration. It includes 60+ hours of work and supports business management.
4 Relationship Databases: clients, sellers, houses, service
Organized appointments for managing leads via a pipeline
Task section added in version 1.5
Integrated tasks within House and Sellers sections
CRM MANAGER PRO is a unified system that streamlines your business operations by combining client, project, and task management into one seamless solution within Notion.
Track and manage all client interactions in one place
Meetings dashboard with upcoming meeting info and note-taking
Built-in proposal system to create professional proposals in Notion
End-to-end project execution with integrated task management
Notion Personal CRM helps you save and organize important contacts, track every interaction, and never miss a birthday or follow-up. It streamlines relationship management within Notion.
Save and organize all important contacts in one place.
Track every interaction with your contacts efficiently.
Never miss a birthday or important follow-up.
Clean and user-friendly interface within Notion.
Suitable for personal and professional networking.
Easy to customize and integrate into existing workflows.
A CRM template designed to replicate traditional relational CRM systems like Salesforce. It provides a comprehensive view of prospects by linking separate databases for sales, companies, people, meetings, and products.
Includes separate but connected databases for sales, companies, people, meetings, and products
Provides a 360° view of prospects by linking all related records on one page
Simplifies the structure of complex CRM systems like Salesforce
Designed based on Salesforce Administrator experience
Enables tracking of various types of records efficiently
Offers an integrated and relational approach within Notion
Manage all your strategic partnerships in Notion with this comprehensive CRM-like template. Track progress, document work, use a 10-stage framework for success, and analyze data to make informed decisions.
Manage all strategic partnerships in one place.
Track progress of ongoing partnerships.
Record and analyze all actions and interactions.
Implement a 10-stage framework for successful partnerships.
Organize documentation and work developed.
Use strategic tools to select best partners and make data-driven decisions.
An aesthetic Notion template designed as a personal CRM and relationships tracker to help you remember to stay in touch with important people and get notified when it's time to reach out.
Track important personal and professional relationships.
Receive notifications when it's time to contact someone.
Assign different follow-up frequencies per contact.
Automatically generates next reach-out dates.
Aesthetic and user-friendly design.
Includes coaching support for template optimization.
Creator CRM is designed to help creators, entrepreneurs, and creator businesses track contacts and conversations efficiently. It enhances collaboration and client service with integrated Notion AI features, saving time on relationship management so users can focus on building connections.
Track and manage contacts and conversations effectively
Designed specifically for creators and creator businesses
Enhanced with Notion AI features for automation and writing assistance
Supports better collaboration with clients and team members
Saves time on relationship management tasks
Offers templates adaptable to professional services and sales workflows
Manage interactions and relationships with customers, potential leads, and sales opportunities. Track each customer's stage in the pipeline and ensure timely follow-ups to avoid missing opportunities.
Keeps track of customers and clients
Manages sales pipeline stages
Helps follow up promptly to avoid missed opportunities
Categorized under Sales, CRM, and Work
Designed for effective customer relationship management
Make life easier and improve management of client interactions, relationships, and communications throughout the customer lifecycle. Organize client details and data in one place, manage projects, collaborate with team members, view upcoming meetings, and more.
Centralize client details and data for easy access
Manage projects related to client interactions
Collaborate with team members seamlessly
Schedule and view upcoming meetings
Streamline communications throughout the customer lifecycle
Improve relationship management with clients and customers
CRM Plus by NotionTwins is a comprehensive Notion template designed for freelancers, business owners, and entrepreneurs to manage client relationships professionally. It streamlines client processes with tools like pipelines, contacts, project management, and documentation.
Inbox for managing communications
Clients pipeline to track client status
Contacts management database
Companies management section
Project and task management built-in
Meeting scheduling and document storage capabilities
Sales OS is a comprehensive sales management system designed to centralize and manage your clients, orders, and products within a digital workspace. It enables tracking of weekly sales revenue, documentation management, and seamless integration with popular sales tools.
Centralized management of contacts, orders, and products
A customizable CRM template designed to replicate common CRM software structures. Manage sales pipelines, companies, contacts, and communication with dashboard pages for managers and individuals, plus detailed reports. It includes automation features, syncing with calendar and email, and service catalogues optimized for invoicing.
Replicates common CRM software in a user-friendly, customizable form
Manage sales pipeline, companies, contacts, and communication
Dashboard pages tailored for managers and individuals
Detailed reporting capabilities
Integration with calendar and email for syncing meetings and emails
Service catalogue structured for invoicing automation with platforms like Xero, Stripe, or PayPal
CRM Sales System is a comprehensive solution designed for managing sales leads and ensuring no business opportunities are missed. It supports marketing, sales, and service processes across various industries including high-tech, FMCG, agriculture, and manufacturing, aiding companies in digital transformation.
Industry-specific CRM system covering marketing, sales, and service management
Supports digital transformation for multiple sectors including tech, FMCG, agriculture, and manufacturing
Helps manage sales leads effectively to prevent missed opportunities
Offers a structured process covering entire sales cycle
Provides tools tailored for enterprises to enhance customer relationship management
Integrates with Notion platform for seamless project and task management
A free Notion CRM template designed to help you manage clients, meetings, and company data efficiently. Features customizable pipeline stages and reminders, with daily and monthly meeting views to streamline client management.
Track and manage all client information in one place
Easily schedule and keep track of meetings
Set reminders for next meetings and client follow-ups
A simple and clean sales CRM template in Notion to track sales leads and customer interactions. It allows customization of fields to suit your sales funnel and provides individual pages for notes on every touchpoint, helping you stay organized without heavy software.
Track sales leads and customer interactions effectively.
Customize fields to suit your unique sales funnel.
Each lead has its own Notion page for detailed notes.
Clean and simple user interface for easy navigation.
Helps organize and manage sales process efficiently.
Suitable for both beginners and experienced users.
The Notion Personal CRM Template simplifies contact management by replacing messy spreadsheets with an efficient system to store and organize contact info, track interactions, and set reminders. It helps build better relationships by automating reminders for birthdays, anniversaries, and follow-ups.
Store detailed contact info including names, phones, emails, social media, birthdays, and anniversaries.
Group contacts by industry, location, or relationship status.
Automatically calculate next birthday and highlight upcoming birthdays in dashboard.
Enter wedding anniversaries with reminder settings.
Set reminders with custom messages for important dates and follow-ups.
Log and view all interactions and notes per contact in dedicated databases.
Revolutionize your customer relationship management with the Comprehensive CRM Template on Notion. Stay organized, track leads and deals, and nurture valuable relationships in one sleek and professional platform.
A smart CRM template to organize client info, companies, meetings, events, documents, contracts, communication history, and future opportunities for better business management.
Track client information efficiently
Organize company details and contacts
Keep meeting details well-organized
Manage important events
Handle contracts and agreements easily
Maintain communication history and track future business opportunities
A straightforward Notion template to manage client relationships, track prospects, current clients, and contacts efficiently in one place. Ideal for organizing sales funnels and meetings.
Client Funnel tracking
Prospects management
Current Clients organization
Comprehensive All Contacts database
Archive system for past leads
Quick views for upcoming tasks and unassigned entries
OPTIOPP CRM is a Notion-based Customer Relationship Management system inspired by Salesforce. It offers a flexible and customizable solution to organize contacts, companies, sales opportunities, and products while enhancing sales processes and customer interactions.
Store and organize contact information with custom fields.
Manage company Accounts linking contacts, deals, and products.
Track sales Opportunities with customizable stages and deal values.
Centralized Products database with pricing and sales tracking.
Assign and monitor Tasks related to Contacts, Opportunities, or Accounts.
Professional add-ons including invoicing, support cases, campaigns, analytics, automations, and improved navigation.
Notion Personal CRM is a template designed to organize your contacts and streamline your networking efforts by keeping all contacts and conversations in one place. It supports the Notion Personal Free plan and helps improve productivity in managing relationships.
Store and organize contacts efficiently within Notion.
Track conversations and networking interactions in one place.
Compatible with Notion Personal Free plan.
Easy to duplicate and use in your Notion workspace.
Designed to increase networking productivity and stay organized.
The Influencers CRM template is a comprehensive Notion solution for managing influencer outreach, relationships, tasks, deals, and brand associations. It streamlines influencer marketing efforts with customizable fields, task and deal tracking, and tailored views, suitable for individuals and marketing professionals alike.
Customizable fields to add influencer details like name, email, social media handles, follower count, and engagement rates.
Sort and filter influencers efficiently for campaign needs.
Track influencer marketing tasks and deadlines with task assignment and status.
Manage negotiations and deals including campaign type, payment terms, and deliverables.
Track associated brands and previous collaborations for better influencer-brand matching.
Create custom views and filters to stay organized and tailored to specific needs.
The Ultimate CRM template for Notion is designed to manage deals, contacts, and tickets efficiently, similar to HubSpot. It streamlines customer relationship processes with an organized, database-driven approach to sales pipelines, contact management, and customer support.
Organizes sales pipelines with the Deals database tracking each deal from contact to closure.
Comprehensive Contacts database storing customer, prospect, and lead information with documented interactions.
Tickets database for logging, monitoring, and resolving customer support issues effectively.
Allows assignment of deals to team members to maintain alignment and focus.
Enables panoramic view of each customer's journey through integrated data.
Promotes team collaboration and real-time visibility in customer support activities.
A Notion template designed to capture, manage, and streamline your client leads and journey efficiently within Notion workspace. It organizes client stages, contacts, and overall client management.
Space to track client stages
Manage clients currently in contact
Add and manage your clients easily
Helps streamline lead management within Notion
Supports client relationship tracking
Integrates seamlessly with Notion's all-in-one workspace
A comprehensive Notion template designed to effortlessly manage clients and projects in one place. Easily track client details, project timelines, and schedule important meetings to streamline your workflow.
Manage clients and projects from a single workspace
Track client information and project pipelines with ease
Organize project timelines effectively
Schedule and assign meetings to catch up with clients
Simplify client and project tracking processes
Enhance productivity using a user-friendly Notion interface
The Notion CRM - Personal Edition helps you manage your personal relationships and connections effectively. It allows you to organize contacts, set reminders, track interactions, and manage tasks and notes with an intuitive and customizable interface.
Store and organize personal contact information in one place.
Set reminders and notifications for important dates, events, or follow-ups.
Manage tasks and notes associated with each contact.
Categorize contacts with tags and labels for easy filtering and searching.
Customize contact fields to capture specific information relevant to you.
Intuitive interface designed to streamline management of personal and professional networks.
NOTION CRM is a customer relationship management system designed within Notion, helping users manage their sales pipeline, track leads, clients, and target companies to enhance follow-up and close more sales efficiently.
Manage your entire sales pipeline in one space
Track all leads and clients effectively
Track companies you want to work with
Built inside Notion workspace for seamless integration
Helps in following up and closing sales easier
Includes a link to duplicate the template after purchase
Simple Business CRM template streamlines your business CRM processes, improving efficiency and customer relationship management. It provides tools to organize clients, contacts, companies, and notes efficiently, helping optimize workflows for your organization.
Basic CRM system for effective customer management
Pipeline management system to organize business processes
Quick Add module for clients, contacts, companies, and notes
Contact management to enhance communication and tracking
Companies management for seamless organization
Notes management for centralized important details
A Notion template designed to manage your sales pipeline, track leads, and boost productivity. It helps visualize sales flow, analyze closed deals, manage contacts and follow-ups all in one place.
Manage leads and customers with detailed information in one centralized place
Visualize sales pipeline and track progress with dashboards
Set follow-up reminders to never miss closing opportunities
Analyze sales data to identify trends for better decision-making
Fully customizable to adapt to individual sales processes and workflows
Includes modules for Dashboard, Team, Opportunities, Accounts, Contacts, Events, Products, and Orders
This CRM Tracker Notion template helps you effortlessly manage contacts, client outreach, session planning, invoicing, and business goals all within a customizable Notion workspace. Includes detailed tutorials for ease of use.
Contact Rolodex for storing client details
Step-by-step client outreach tracking
Session scheduling and planning with workload management
Sales OS is a sleek and efficient sales management system built within Notion. It helps users capture and manage all sales aspects including clients, orders, and products in a centralized digital workspace. Designed for salespeople, freelancers, and startups, it streamlines organization and tracking to improve sales productivity.
Centralized management of clients, orders, and products within Notion.
Import contacts from Google Contacts or Mailchimp.
Track sales and create sales prognostics to forecast outcomes.
Manage client orders comprehensively to avoid misses.
Organize meetings, notes, contracts, and sales assets effectively.
Includes dashboards, weekly sales digest, and multiple integrations (9 total).
ADVANCED CRM + CLIENT TASKS & COMMUNICATION BUNDLE | £25
This Notion template bundle integrates an Advanced CRM with Client Tasks and Communication Manager to streamline client management and task tracking in one unified workspace. It simplifies connecting databases for efficient client and project oversight.
Combines Advanced CRM and Client Tasks & Communication Manager templates
Unified workspace for client and task management
Streamlines database connections for ease of use
Tracks client interactions and communications
Manages client tasks effectively
Saves time by integrating multiple functions into one template
A customizable Notion dashboard designed to help maintain meaningful friendships by tracking contacts, reminding birthdays, and encouraging regular catch-ups. Includes notes, memories, and relationship-building guides.
Database for all important contacts
Automatic catch-up frequency reminders
Birthday reminders to never forget important dates
Manage and monitor your customer portfolio proactively with this template. Track ARR, renewals, customer health from multiple perspectives, and handle issues, concerns, and tasks to optimize renewals effectively.
Track Annual Recurring Revenue (ARR) and renewals efficiently.
Monitor customer health from multiple perspectives.
Capture and manage customer issues and concerns.
Plan and assign tasks to address customer needs.
Optimize customer renewals through proactive management.
Centralize customer portfolio management for better oversight.
Agency CRM is a comprehensive Notion template designed for solopreneurs, freelancers, small business managers, consultants, students, and side hustlers. It helps manage business operations efficiently by centralizing CRM, meetings, lead generation, content creation, income tracking, and client relationships, providing a bird's eye view of your business.
Integrated CRM system for business management
Calendly meeting integration for scheduling
Bird's eye view pipeline for overall business perspective
Onboarded Client/Influencer SOP and requirements template
A lightweight CRM for tracking leads, accounts, and opportunities without the need for expensive solutions. Ideal for small companies or teams within larger companies seeking a simple and effective CRM.
Tracks everything as "Objects" similar to Salesforce architecture
Designed to be lightweight and easy to use
Supports management of leads, accounts, and opportunities
Suitable for small companies or teams within large companies
Optimize your sales workflow with Notion's Sales Pipeline template featuring Database Automations for real-time deal tracking and team notifications. Streamline sales processes with automatic date stamping and comprehensive status updates to prevent missing opportunities.
Automated deal tracking to monitor sales progress in real-time.
Team notifications to keep everyone updated on sales activities.
Automatic date stamping for accurate timeline management.
Comprehensive tracking of deals, contacts, and sales statuses.
Easy 360-degree view of the entire sales process.
Streamlined sales workflow with minimal manual effort.
An all-in-one Client CRM template to track open tasks, current and past clients, ongoing and completed projects, and client interactions effortlessly. It connects tables to avoid redundant data entry and provides an organized overview of your client management process.
Tasks section for managing current and closed tasks with due dates and client links
Linked tables/databases to avoid repeated data entry
Overview of current versus past clients
Tracking of open and completed projects in a single place
Record client interactions with types and notes
Integrates tasks, projects, clients, and interactions visually
Choose a CRM template that aligns with your business size, sales process, and team needs. Test a few options from the list above to find the best fit for efficient customer management.
FAQs
What is a CRM system?
A CRM system helps businesses manage customer relationships, sales, and communication in one platform.
Why use Notion for CRM?
Notion offers flexibility, customization, and integration of databases for easier CRM management.
What features should CRM templates include?
Essential features include contact management, sales tracking, task assignments, and reporting tools.
Can Notion CRM templates be customized?
Yes, Notion templates are highly customizable to match any business process or industry.
Is a Notion CRM suitable for small businesses?
Yes, Notion CRM templates are scalable and ideal for small to medium businesses.
How do I import data into Notion CRM?
Data can be imported via CSV files or manual entry into Notion databases.
Does Notion CRM support team collaboration?
Yes, multiple users can access and update CRM data simultaneously.
Can I integrate Notion CRM with other tools?
Notion supports limited integrations but can be connected to external tools using third-party services.
Are these CRM templates free or paid?
Templates vary; some are free while others come with a purchase or subscription.
How often should I update my Notion CRM?
Regular updates ensure accurate customer information and efficient sales tracking for best results.
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