Simple CRM - Notion template

168 ratings

Sign more deals and grow your business with this simple Notion CRM.

Easily manage all your business contacts and accounts, track your leads and organize your pipeline to make more sales.

What you'll get?

One simple and powerful template to organize all your business opportunities.

✔️ Manage unlimited contacts
✔️ Manage unlimited accounts
✔️ Focus on incoming leads (dedicated view)
✔️ Pilot your sales pipeline (dedicated view)
✔️ Organize your active/inactive clients
✔️ Track deal estimated value
✔️ Archive system to keep it clean

👉 Quit your old spreadsheet and start managing your business opportunities with this ready-to-use Notion CRM template.


Does this template work with Notion’s free plan?

Yes. This template will perfectly work if you are on Notion’s free plan. There are absolutely no limitations for personal use. You will even be able to use it with a small team, as Notion Personal plan allows you to share pages with 5 guests.

Can I personalize my template?

Of course! Once you duplicate the template into your Notion workspace, you are free to make any changes you like. You can customize your databases, views, and dashboards to your liking.

What will happen after my purchase?

Right after your purchase, you will be redirected to the welcome page of the template. You'll get access to the instructions page and the actual template. You will be able to duplicate everything into your own Notion workspace.

About the creators

Hey, we are Valentin and Quentin, Notion Certified and cofounders of the Notion templates marketplace Notion Everything.

© 2023 NotionEverything. All rights reserved.

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Simple CRM - Notion template

168 ratings
I want this!