$0+

CRM System

11 ratings
I want this!

CRM System

$0+
11 ratings

Notion CRM Template Manage Clients & Close Deals Faster

Streamline your pipeline, tasks, and contacts—all inside Notion, no setup or coding required.

What's Included

  • Clients Database (Kanban): Lead → Contacted → Qualified → Proposal Sent → Closed
  • Tasks Database: To‑do, In‑Progress, Done—linked to each client
  • Contacts Database: Central address book with email, phone, role & company
  • Quick‑Start Guide: One‑click template button to spin up a new client page


Why You'll Love It

  • Save 5+ hrs/week: Auto‑rollups & views so you stop hunting for info
  • Never miss a follow‑up: “Next Action” date badges keep you on track
  • Gain clarity: Pipeline summary shows total deal value & count at a glance
  • Perfect for teams & solopreneurs: Fully customizable to your workflow

> Trusted by 250+ businesses

Add this CRM to your Notion now—and never let another lead slip through the cracks!

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