CRM
Track your leads, manage sales conversations, and close deals faster with this free Notion CRM template - designed to help freelancers and small teams stay organized and grow their client base.
Create a free account to access this template.
What is Notion CRM
The Notion CRM is a free, easy-to-use client management system that helps you track contacts, manage sales pipelines, and store deal information all in one place. From cold leads to closed deals, this Notion sales tracker gives you full visibility into your client relationships - without the complexity of traditional CRM tools.
Key Benefits of Notion CRM
- Manage leads, clients, and contact info in one clean Notion workspace
- Use this Notion CRM to track sales stages like contacted, proposal sent, or closed
- Store all important info: company name, value, platform, and next steps
- Keep your freelance or business pipeline organized without extra software
How to Use Notion CRM Effectively
Start by adding your leads or clients, then move them through the stages of your sales pipeline: from "Lead In" to "Proposal Sent" or "Won." You can also add notes, contact info, and track deal amounts. Whether you're a freelancer or a small team, this Notion CRM helps you stay focused on what matters - building strong client relationships.
Frequently Asked Questions
Below you will find some of the most frequently asked questions.
We offer free Notion templates to help you get started with organizing your life and work. These basic templates give you a taste of what's possible with Notion and can help you decide if you want to upgrade to our premium templates with more advanced features.
Free templates are simple, single-purpose tools perfect for getting started. Premium templates are complete systems with multiple databases, advanced automations, beautiful designs, and comprehensive guides. They're designed to transform how you work and live.
Once you click the template link, you'll be taken to a Notion page. Click the "Duplicate" button in the top-right corner to add it to your Notion workspace. You can then customize it to fit your specific needs.
Absolutely! Once you duplicate the template to your Notion workspace, you can modify it however you'd like. Add new properties, change the layout, or adapt it to match your workflow. That's the beauty of Notion templates.