Last updated on October 4th, 2025 at 06:01 am
Managing customer relationships shouldn’t feel like wrestling with complicated software or drowning in spreadsheets. If you’re tired of juggling multiple tools and losing track of important client information, Notion as a CRM might be your game-changing solution.
Whether you’re a freelancer managing a handful of clients, a startup building your first sales pipeline, or a small business looking to organize your customer data, CRM in Notion offers the perfect blend of simplicity and power. The best part? You can get started with a Notion CRM template free and customize it exactly to your needs.
In this comprehensive guide, we’ll explore the top Notion CRM templates that can transform how you manage relationships, track deals, and grow your business. From basic contact management to advanced sales pipeline tracking, these templates prove that you don’t need expensive CRM software when you have Notion’s flexibility at your fingertips.
Ready to discover how a simple CRM Notion template can revolutionize your business operations? Let’s dive into the best options available and find the perfect fit for your workflow.
1- Notion CRM Template – Clients, Sales & Teams
Notion CRM Template – Clients, Sales & Teams
Key Features:
Client & Company Management
Sales Pipelines
Project & Task Tracking
Financial & Budget Tracking (Team Version)
Meeting Scheduler
Benefits:
Close more deals with organized sales pipelines.
Automate client tracking and manage tasks without switching apps.
Streamline business operations and boost efficiency.
Download Notion templates Here
2- CRM Elite / CRM Starter – Notion Template
All-in-one professional Notion CRM template to manage customer relationships, streamline sales pipelines, and boost business performance for individuals and teams.
Key Features:
Sales Pipeline Visualization
Comprehensive Activity & Task Management
Contact & Company Management
Payments Management
Goals & Milestones Tracking
Benefits:
Enhance customer service and satisfaction.
Improve efficiency and organization in sales processes.
Gain better control over cash flow and performance.
Download Notion templates Here
3- Real Estate CRM Notion Template
Streamline real estate business operations with this Notion CRM template. Manage leads, properties, documents, and tasks efficiently.
Key Features:
Comprehensive Lead Management
Detailed Property Database
Document Management
Task Tracking
Benefits:
Simplify workflow and boost efficiency
Stay organized and never miss an opportunity
Elevate business to new heights
4- Influencers CRM for Brands & Deals
Streamline influencer outreach, manage contacts, tasks, and deals efficiently with this comprehensive Notion CRM template.
Key Features:
Customizable fields for influencer data
Task and Deal tracking modules
Brand tracking capabilities
Sort and filter functionality
Advanced version with Strategy, Action, Content Zones & Analytics
Benefits:
Improves organization and efficiency in influencer marketing
Facilitates better relationship management with influencers
Helps in optimizing outreach efforts for brand growth
5- CRM Dashboard Notion Template
Streamline business operations with this comprehensive Notion CRM template for managing contacts, accounts, events, tasks, and sales opportunities.
Key Features:
Contact & Account Management
Event & Task Management
Opportunity Tracking
CRM Dashboard Pro Features (Invoicing, Product Management, Campaigns, Support Cases)
Benefits:
Boost productivity and organization
Enhance customer relationship management
Gain insights into business performance
6- Personal CRM Template for Notion
Efficiently manage relationships with this Notion Personal CRM template, designed to minimize effort while maximizing meaningful connections.
Key Features:
Automated reminders for reaching out
Streamlined input process
Customizable for individual needs
Integrates with Notion’s powerful features
Benefits:
Never forget to connect with important people again
Save time and mental energy on relationship management
7- Business CRM in Notion
Efficiently manage leads, proposals, and customer interactions to build stronger relationships and boost sales effectiveness. Ideal for entrepreneurs and sales teams.
Key Features:
Contact, company, and client management
Integrated proposals section for sending quotes
Interaction tracking and recording
Support for English and Spanish versions
Benefits:
Enhance customer satisfaction through organized tracking
Improve sales effectiveness and boost conversion rates
Streamline workflows by managing contacts within Notion
8- Notion CRM System for Freelancers
A free Notion CRM system for freelancers to manage leads, customers, contacts, and meetings efficiently.
Key Features:
Dashboard for leads, customers, and contacts
Meeting planning and note-taking
Workflows for efficient work
Automation features
KPI Dashboard
Benefits:
Streamline customer relationship management
Save time with automations
Visualize key business metrics
9- CSM OS – Notion Template
Streamline customer success management with a comprehensive Notion template. Track interactions, manage tasks, and organize all client data in one centralized hub.
Key Features:
CSM Dashboard Overview
Quarterly KPIs Tracker
Accounts & Contacts Database
Meetings & Tasks Calendar
Product Issues & Feature Requests Tracker
Benefits:
Increased efficiency and organization for Customer Success Managers
Improved customer satisfaction through better follow-ups and account management
Saves time and reduces stress by consolidating scattered tools
10- Notion CRM Template – French
Efficiently manage incoming leads and transform them into clients with this Notion CRM template. Includes pipe, projects, quotes, and tasks.
Key Features:
Integrated Pipe management for incoming leads
Client-linked projects for easy navigation
Quote and task databases for commercial pipeline
Video demonstration available
Benefits:
Maximizes commercial pipeline efficiency
Ensures seamless lead-to-client conversion
Helps manage operational workload and tasks effectively
11- Notion CRM System
A free, customizable Notion CRM template to manage clients, track deals, and improve follow-up, perfect for freelancers and small businesses.
Key Features:
Complete Client Pipeline (Lead to Closed)
Smart Task Management Board (Kanban-style)
Instant Client Overview
Complete Contact Database
Benefits:
Stop losing clients and potential revenue due to poor follow-up.
Organize your client pipeline easily and efficiently.
Save money compared to expensive CRM software.
12- Advanced Notion CRM Template
Streamline your business operations with this advanced Notion CRM template, perfect for freelancers and companies to manage clients, requests, finances, and more with ease.
Key Features:
Comprehensive management of requests, activities, finances, clients, colleagues, and documents.
Multiple data views: table, kanban, calendar, and chart.
Automated matching of requests to clients, client creation, and task generation.
Ready-made financial calculations (income, expense, profit, success rate).
Benefits:
Saves significant time (estimated 20+ hours) in setup and organization.
Enhances business clarity and efficiency through organized data management.
Provides visual simplicity and advanced setup for ease of use.
13- Notion CRM Template for Entrepreneurs
Efficiently manage contacts and opportunities with this comprehensive and user-friendly Notion CRM template, designed for professionals seeking to optimize their workflow.
Key Features:
Three integrated databases: Contacts, Companies, and Opportunities.
Kanban view for tracking opportunity progress.
Relational links between contacts, companies, and opportunities.
Contact details: name, email, phone, and specific information.
Benefits:
Centralize all your professional contacts and opportunities in one place.
Streamline prospecting and professional life management.
Improve organization and follow-up for business growth.
14- Sales CRM Notion Template
A Notion template designed to simplify your sales process, visualize your pipeline, and manage contacts for increased productivity and deal closing.
Key Features:
Track leads and customers with relevant information.
Visualize sales pipeline progress at a glance.
Set follow-up reminders for contacts.
Analyze sales data and identify trends.
Customizable to fit specific workflows.
Benefits:
Boost sales productivity by streamlining the sales process.
Close more deals by staying organized and proactive.
Gain clear insights into sales performance.
15- Notion Ultimate CRM Board Template
Manage clients and projects efficiently with this comprehensive Notion CRM template, featuring pipeline, task management, and meeting organization.
Key Features:
CRM and Pipeline Management
Client Management
Project Management (Kanban Board)
Meeting Scheduling (Daily, Weekly, Monthly Views)
Task Tracking
Benefits:
Stay organized and save time managing clients and projects.
Streamline business workflows for freelancers and businesses.
Improve client communication and project oversight.
16- CRM Client Tracker Notion Template
A simple and powerful Notion CRM template for freelancers and small businesses to manage clients, deals, and meetings efficiently.
Key Features:
Deals Pipeline (Kanban)
Client Database
Company Tracker
Follow-Up Calendar
Meeting Notes
Benefits:
Organize clients, meetings, and deals in one workspace.
Streamline freelance or small business workflows.
17- Notion Sales CRM Board
A customizable Notion CRM template to organize customer relationships, sales leads, deals, and communications for businesses and freelancers.
Key Features:
Contact Tracker
Meeting Tracker
Company Tracker
Project Manager
Kanban Board
Benefits:
Organize and manage customer relationships effectively.
Revolutionize daily operations and focus on business growth.
Increase productivity for business owners and freelancers.
18- Notion Complete CRM Template
Manage clients, companies, meetings, documents, and tasks efficiently with this comprehensive Notion CRM template.
Key Features:
Client and company management with customizable fields
Meeting scheduling and documentation
Centralized document and contract storage
Note and opportunity tracking
Task and deadline reminders
Benefits:
Maintain complete control over customer relationships
Streamline team collaboration and task management
Organize business relationships and optimize workflows
19- CRM e Follow Up – Notion Template Pt-Br
Comprehensive Notion template for managing clients, customer relationships, and follow-ups with smart tracking and contact templates. Ideal for creative entrepreneurs.
Key Features:
Persona creation and visualization
Detailed CRM with contact, stage, and source tracking
Automated follow-up list with intelligent contact reminders
Pre-designed contact message templates
Integrated video tutorial
Benefits:
Streamlines client management and communication for better customer relationships.
Enhances sales process efficiency with organized follow-ups and insights.
20- Ultimate Freelancer CRM Template
Streamline freelance operations with a comprehensive Notion template for client management, project tracking, and task organization. Boost productivity and conquer chaos.
Key Features:
Project Management Dashboard
Client CRM
Task Tracker
Syncing & Linking
Benefits:
Designed specifically for freelance creatives.
User-friendly and customizable.
Saves time on administrative tasks.
21- Notion CRM & Project Management System
Streamline client management, project tracking, and meeting organization for enhanced business efficiency and productivity.
Key Features:
Integrated Client and Project Management
Task to-do lists per project
Meeting manager with templates
Dashboard for task, project, and client overview
Overdue project flagging and analytics
Benefits:
Manage clients and projects seamlessly in one system
Optimize time and effort for greater business impact
Gain insights into project status and task completion
22- Notion CRM Manager
Effortlessly manage clients and projects in one Notion template. Track client info, pipeline, project timelines, and meetings.
Key Features:
Client information tracking
Project pipeline management
Meeting scheduling
Project timeline visualization
Benefits:
Simplifies client and project management
Enhances productivity and organization
23- Simple CRM (Notion Template)
A straightforward Notion template designed to help you manage relationships and track meeting notes, ensuring you stay connected with important people.
Key Features:
Two core databases: People and Meetings
Manage relationships effectively
Track meeting notes and dates
Simple and intuitive design
Benefits:
Never forget to reach out to important contacts
Organize and centralize client or personal relationships
Streamline communication tracking
24- Simple Notion CRM
Organize clients and projects efficiently. Go from overwhelmed to focused action with this comprehensive Notion life management system.
Key Features:
CRM, Company, Meetings, Project & Task Management
Task Time Tracker
Light & Dark Theme
Includes Updates & Satisfaction
Benefits:
Manage clients and projects effectively.
Transforms daily chaos into calm, focused action.
25- Notion Sales CRM Template
Optimized export sales CRM for freelancers and startups. Tracks clients, tasks, and orders to boost customer base growth and sales performance.
Key Features:
Client manager with call tracking and task scheduling
Organized client database with area and status categorization
Daily task manager for urgent tasks
Order and invoice tracking for sales overview
Included: World clock, to-do list, progress tracker
Benefits:
Grow your customer base effectively
Maintain a clear overview of sales activities and progress
Never miss important calls or tasks
26- Ultimate Business CRM Notion Template
Streamline your business operations with this comprehensive Notion CRM template. Ideal for freelancers, solopreneurs, and entrepreneurs looking for enhanced productivity and organization.
Key Features:
Dynamic Dashboard with Kanban layout
Efficient Contact and Company Management
Project and Meeting Tracker
AI-powered Note Nook
Multi-tier pricing options (Simple, Advanced, Teams)
Benefits:
Boost productivity and organization
Gain a bird’s eye view of business operations
Free to use with a free Notion account
27- Notion Sales/Real Estate CRM
A highly adaptable Notion CRM for Realtors and sales professionals. Organizes leads and sales funnels to prevent crucial information from being missed.
Key Features:
Sales funnel management
Adaptable to personal needs
Designed for precise organization
Includes overview tutorial link
Benefits:
Prevents leads and tasks from slipping through the cracks
Streamlines sales processes for Realtors and other professionals
28- CRM PRO – Notion CRM Template
Professional CRM Notion template to track leads, manage pipeline, and close more deals, replacing complex spreadsheets.
Key Features:
Kanban Sales Pipeline (Lead → Prospect → Won)
Executive Dashboard
Client Database & Relationship Tracker
Company Profiles (Size, industry, source)
Visual Next Actions Panel
Benefits:
Close 3X more deals and stop losing revenue.
Work 10X faster with linked databases and quick actions.
Gain 60% more visibility into your sales pipeline.
29- Notion CRM for Clients, Products, and Sales
A Notion CRM template to centralize client, product, and sales information for entrepreneurs and small businesses, boosting efficiency.
Key Features:
Client Management
Product Catalog
Sales Tracking
Customizable Checklists
Interconnected Databases
Benefits:
Optimizes business processes and workflow.
Provides complete control over business aspects.
Improves daily customer relationship management.
30- CSM Dashboard in Notion
All-in-one Notion dashboard for Customer Success Managers to manage accounts, track KPIs, projects, and streamline workflows.
Key Features:
Quarterly KPIs Tracker
Accounts & Contacts Database
Projects Tracker
Meetings & Tasks Calendar
Product Issues & Feature Requests Tracker
Benefits:
Streamline workflows and get a complete picture of accounts.
Reduce workload and free up time for proactive engagement.
Conclusion
Choosing the right Notion CRM template can be a game-changer for your business productivity and customer relationship management. Whether you opted for a Notion CRM template free version or invested in a more advanced solution, you now have the tools to organize your clients, streamline your sales process, and never let another opportunity slip through the cracks.
Using Notion as a CRM isn’t just about saving money – it’s about having complete control over your customer data while enjoying the flexibility to customize every aspect of your workflow. From simple contact management to complex sales pipelines, these CRM Notion templates prove that powerful doesn’t have to mean complicated.
Remember, the best CRM in Notion is the one you’ll actually use consistently. Start with a template that matches your current needs, then customize and expand as your business grows. With Notion’s powerful database features and these carefully crafted templates, you have everything needed to build stronger customer relationships and drive business growth.
Ready to transform your customer management? Pick a template, dive in, and watch as your organized approach to relationships becomes your competitive advantage. Your future self (and your customers) will thank you for making the switch to a Notion CRM system today.
