15+ Best & Free Notion CRM Templates
Organized business - successful business. Keeping track of potential clients or partners can make or break your business. Unfortunately, most good CRM systems cost a fortune.
That's where Notion CRM templates come in. Most are free or cost the same as a 1-2 month subscription. You can start using them instantly and customize them later if needed.
Don't waste time setting up Notion CRM from scratch. We've selected the best free Notion templates for you to choose from. Check other business templates here.
1. Free Notion CRM
Want to close more leads but struggle to remember who to follow up with?
Try this free Notion CRM to manage your sales pipeline, track leads, clients, and companies easily. Simple design, easy to use.
2. Notion Freelance System with CRM
Looking for a Notion CRM template to help you manage your freelance business more effectively? There's a system that can be even more powerful, enabling you to take control of every aspect of your business. Curious? Check out this template.
The Notion Freelance System was created to help freelancers manage their entire freelance business from one place. It allows you to organize and systemize all key freelancing tasks, from closing potential clients to consistently meeting project deadlines. This system offers dedicated spaces for storing all your important business contacts, managing sales pipelines, and scheduling meetings. It's a more comprehensive and powerful solution than any traditional CRM template out there.
3. Notion Business System with CRM
Looking for a powerful CRM system that both you and your team can use? The Notion Business System not only handles customer relationship management burdens but also helps you manage and grow your entire business from one place.
It’s a comprehensive operating system with more than 20 Notion templates that you and your team can use every day. It covers everything from managing projects and setting budgets to storing business contacts, scheduling meetings, and managing clients.
4. Simple Notion CRM
Manage your clients and projects with simple Notion CRM that will help you keep contacts, meetings and tasks organized in one place.
5. Notion CRM for Business
With this Notion CRM template, get a bird's eye view of your projects, tasks, and contacts of your business. Manage your leads, prospects, and won deals in one space with an intuitive Kanban layout.
6. Simple CRM Notion Template
Use this free Notion CRM template to sign more deals and grow your business. Manage your contacts and accounts, track leads, and organize your pipeline to make more sales.
7. Ultimate Notion Business CRM Free
Free Notion template that will help you manage your sales pipeline, projects, tasks, contacts, companies, and notes all in one convenient place.
8. The Ultimate Notion CRM
A simple Notion CRM template for entrepreneurs and startups to organize calls, prospects, customers, and orders in separate databases.
9. Notion CRM and Sales Center
This Notion template simplifies managing sales activities, contacts, and relationships. Set up your sales pipeline and boost sales at any stage. Ideal for small teams to increase revenue.
10. Free Notion Sales CRM
Effortlessly manage contacts, streamline your sales pipeline, and oversee projects—all in one place. This template is your ultimate tool for organizing sales and client outreach in Notion.
11. Notion CRM Manager
Keep track of your client information, pipeline, project timelines, and important meetings. Quickly add information even when you’re on your phone with Notion buttons.
12. Notion Personal CRM
Set reminders for important dates, track interactions, and manage tasks and notes for each person you know - that's just a bit of Notion personal CRM power.
13. Notion CRM Dashboard
Everything you might need to streamline your business operations and skyrocket your productivity. From contact management to invoice generations.
14. Notion CRM for Agency
Scale your agency into a profitable business with the help of Notion CRM template. Quick action space make it comfortable to use both on your laptop and your phone.
15. Notion CRM for Real Estate Agency
Make your real estate agency the best in town with this Notion template. Manage clients, sellers, houses and service, organized appoinments, manage leads and more.
16. Notion CRM Manager Pro
Streamline your business with CRM Manager Pro. Manage clients, projects, and tasks in one Notion template, and get project task reports.
How to Use CRM in Notion
There are many different ways to use CRM in Notion. The most popular options are:
Business CRM
Use Notion as a business CRM to manage client relationships, track sales, and organize business contacts.
Personal CRM
Utilize Notion as a personal CRM to keep track of personal contacts, remember important dates, and manage personal interactions.
Sales CRM
Implement Notion as a sales CRM to monitor leads, track sales progress, and organize sales data.
Choosing and Using Notion CRM Templates
In our list, you can find the best Notion CRM options for various needs. Once you find a template you like, you can either download it for free or purchase it for the price set by the creator. Then, duplicate it into your workspace to start using it.
How to use Notion CRM with other people?
Invite your team members to your Notion workspace. You can do this by clicking on "Share" at the top right of your Notion page and entering their email addresses. Assign appropriate permissions based on their roles (view, comment, or edit).
Frequently asked questions
How do I create a CRM system in notion?
The easiest way to create a CRM system in Notion is by using a premade Notion CRM template from our list. Simply select a template that fits your needs, and you'll have a ready-to-use CRM system with all the necessary features. This saves you time and effort in setting up the structure and allows you to focus on managing your clients and projects efficiently.
Is Notion a CRM platform?
Notion is not designed as a CRM (customer relationship management) platform, but it can be adapted for this purpose with some customization. To use Notion as a CRM for your business, you can download a pre-made Notion template that includes a CRM section. There are many Notion business templates available that provide an all-in-one business tool, including a CRM template.