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CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers
CRM Pro to monitor clients and deals for small businesses and freelancers

CRM Pro to monitor clients and deals for small businesses and freelancers

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Supported by 5,000+ customers

Attention freelancers, small businesses, and side hustlers:

This is for you.

Regular price $9.00

Template for freelancers tracking their clients and deals. Perfect customer relationship management (CRM) tool for tracking clients, companies, deals, communications, and tasks with built in reporting features.

Add contacts & 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.

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.

Assign to multiple employees

Collaborate and delegate clients and deals. Get reporting and insights on employee performance and sales conversion.

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

Additionally, add communications and tasks: Track client touch points and associated tasks to stay on top of your customer relationships. Add documents and attachments for easy access in the future.

By Certified Notion Experts

We are certified experts in Notion and Recommended Creators. We are passionate about leveraging Notion's platform for the betterment of our daily lives.

We use these templates on a daily basis and firmly believe they can be of value to you. We strive to make these templates as useful and user-friendly as possible. You can rest-assured you are getting high quality templates and if we fail on that, take us up on our money back guarantee.

It's been an amazing template to organize my business.

Adding my emails and then creating related tasks has helped me stay organized so far.

It looks and feels like a CRM software. There isn't much difference between subscription-based CRM platforms I use at work and CRM Pro that I am setting up for my side-hustle.