Notion 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.
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.