15+ Best & Free Notion CRM Templates
Is managing client relationships taking up too much of your time? Keeping track of potential clients or partners can make or break your business, but unfortunately, most CRM systems come with a hefty price tag.
That’s where Notion CRM templates come in. Most are free or cost about the same as a 1-2 month subscription. You can start using them right away 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 Notion free CRM template to manage your sales pipeline, track leads, clients, and companies easily.
Simple design, easy to use - exactly what you need to run your business more smoothly.
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 Free CRM Template
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 dashboard for business, 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 Notion CRM Template Free
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
Notion offers a lot of flexibility when it comes to using CRM templates, allowing you to tailor it to your needs. Here are some of the most popular ways to use CRM in Notion:
Notion Business CRM
Notion can work as a powerful business CRM, helping you manage client relationships, track sales progress, and keep your business contacts organized in one place. It’s perfect for managing your business operations without the complexity of traditional CRM systems.
Notion Personal CRM
Notion isn’t just for business use. You can set up a personal CRM to track your personal contacts, remember birthdays, and keep tabs on important dates or events. It’s a simple yet effective way to stay organized in your personal life.
Notion Sales CRM
If you’re in sales, Notion can help you stay on top of your leads, track sales progress, and organize sales data. Use it to monitor every stage of the sales funnel and ensure no lead slips through the cracks.
Choosing and Using Notion CRM Templates
We've curated a list of the best Notion CRM templates that suit a variety of needs. Once you find a template that works for you, you can easily download it — many are free, while others are available for a small price. After downloading, just duplicate the template into your workspace, and you’re ready to go.
How to Use Notion CRM with Other People
Notion is great for collaboration. You can invite your team members to your Notion CRM template by clicking "Share" at the top right of your Notion page. Enter their email addresses, and assign them roles based on what they need to do. Whether they need to view, comment, or edit the content, you can control access to ensure everything runs smoothly.
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.