Top Free CRM Templates in Notion

What does our CRM offer?

CRM

- Clients pipeline;
- Contacts

Use Notion CRM as a whole customer relationship management system. Made inside your favorite tool - Notion.

Are you tired of losing track of contacts after networking events and/or do you struggle to find important information about your clients or customers? Look no further than this CRM Notion template. With the ability to organize all your contacts in one place, you'll never forget a name, number, or email address again. Plus, its user-friendly interface lets you quickly access important information and keep your business relationships thriving.

Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

Stay organized, track leads and deals, and nurture valuable relationships, all in one sleek and professional platform.

It's a lightweight CRM that allows you to track leads, accounts, and opportunities without having to purchase an expensive solution. Great for small companies or teams within large companies that don't want to use a large, clunky CRM.

Manage all your relationships and interactions with customers and potential customers. Using a CRM tracker can help to improve business relationships to grow your business.

Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. Be that person who always follows up and who knows the exact gift to give. This template is designed to be that secret weapon.

It helps creators, entrepreneurs, and creator businesses keep track of contacts and conversations with them to better collaborate and serve clients. Enhanced with features of Notion AI