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CRM Pro

relationships business organization

Clients, projects, sales, meetings, tasks. All of it.

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Template description

Ultimate CRM Pro Notion template designed for freelancers, side-hustlers, and small businesses.

Add contacts and companies: Quickly add contacts, companies, and related information. Segment and categorize to stay organized and efficient.

Add deals: Quickly add deals you're working on and track them through your sales pipeline. Monitor the last touchpoint to remain in contact for higher conversion.

Add communications and tasks: Track client touch points and associated tasks to stay on top of your customer relationships. Add documents and attachments.

Assign to different employees in your workspace: Collaborate and delegate clients and deals. Get reporting and insights on employee performance and sales conversion.

Daily updates at a glance: Keep up to date on your CRM with daily updates shown on the home page and dashboard. Review sales conversions, added contacts and companies, and employee communications and tasks.

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Frequently asked questions

What is a Notion template?

A Notion template is a pre-built workspace that helps you get organized faster—no setup stress, just plug-and-play clarity.

You can often download (or purchase) them on the Notion Marketplace.
Why pay for Notion templates?

Our paid templates save you time and mental energy. They’re thoughtfully designed for digital nomads, creatives, small businesses, and freelancers who want systems that actually support intentional living.

Can I use this with a free Notion account?

Yes! You can use our Notion templates with a free Notion account. We aim to make our templates user-friendly to those with or without access to Notion Charts.
What is your refund policy?

Purchases made through our AWA Experiment website are eligible for returns within 30 days of purchase.

Purchases made through the Notion Marketplace follow the standardized 14 day return period.
Struggling to optimize Notion?

You’re not alone. If you need help tailoring Notion to your life or business, we offer 1:1 coaching to get you up and running. We've designed and delivered customized Notion templates to multiple businesses already.
Manage your entire business from one centralized place. Manage projects, clients, tasks, time tracking and finances, marketing, collaborate, and take notes. For freelancers, small businesses, and side-hustles. Digital nomads.

A Notion template that does it all.

The Business Pro template includes all features of the CRM Pro template and so much more.

Learn more