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CRM Pro

relationships business organization

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

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Free Notion Template Free Easy-to-use and comprehensive CRM template on Notion for freelancers, small businesses, and side-hustles. Customer Relationship Management. Track contacts, emails, clients, companies, deals and sales, and communications all in one centralized place.

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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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