Notion CRM

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.
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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.

Why this Notion template is free?

I'm offering you a free Notion system to explore the basic Notion capabilities and see if it's the right fit for you. If you find it beneficial, be sure to check out Pathpages premium Notion templates.

What’s the difference between premium and free Notion templates?

Free Notion templates are basic templates with minimal capabilities. They provide a glimpse of what you can expect while using Notion.

On the other hand, premium Notion templates are comprehensive systems with multiple pages. Each template is meticulously crafted after approximately 100 hours of work, ensuring that you maximize your productivity and organization within Notion.

How to duplicate Notion template?

Once you sign up with your email, you will receive a link via email. Clicking on the link will open a Notion page in your browser. To duplicate the template to your Notion workspace, find the "duplicate" button located at the top right side of the web page.

Can I customize this to my needs?

Absolutely! You can customize Notion templates to your own needs as much as you like.