A CRM system is a must-have for businesses and freelancers that want to remain competitive and efficient in the marketplace.
By automating repetitive tasks and keeping customer information organized, CRM systems help businesses to free up time and resources that can be better spent on developing relationships with customers.
CRM systems make it easy to track customer interactions, identify sales opportunities, and measure the success of marketing campaigns. CRM systems give businesses the flexibility to manage customer relationships from any location.
CRM is just another of the uses of the Notion platform and we have gathered together over 30 of the best templates to get you started.
⭐ Life OS: All-in-One Notion Template
The Life OS Notion template is the ultimate tool for managing every aspect of your life! It includes 25 connect templates and a dynamic homepage dashboard for tying everything together. Use this template as a planner and to-do list, Daily routine and habits tracker, Journal and mood tracker, set goals for yourself and keep an eye on your finances. Other templates include work and career, recipes and meal plans, fitness routines and goals and many more.
1. Talent agency CRM
This talent agency CRM simplifies the whole process of pitching your talent by allowing you to embed their viewership metrics, channel genre, and more! Use this template to market your creative professionals and have an interactive talent roster that you can share with anyone.
2. Personal CRM
This template allows you to easily add contacts, record contact details, and store notes from conversations. Using related databases, you can also connect tasks to contacts, add notes to contacts, and record gift ideas. Visually see who needs following up with this simple CRM.
3. Personal CRM
Be intentional and proactive about connecting with people and building relationships by keeping track of who’s who and prompting yourself to take action.
4. Notion RE:OS: The OG
Make progress tracking seamless with the interconnected dashboards that help you stay on top of your metrics and OKRs. Use the relation feature to make sure all your actions are aligned with your short and long-term goals. Use this template to connect your daily, weekly, and monthly real estate investment activities.
5. Hotswap’s CRM
Hotswap is helping companies unlock new clientele. As a fast moving startup, they use Notion as their customer relationship management tool. As part of our webinar series, we had Notion expert Marie Poulin live-critique Hotswap’s CRM and improve it on the fly. Use their template to streamline your customer pipeline and simplify sales.
6. Personal CRM
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.
7. Sales CRM
Your sales funnel doesn’t have to feel like heavy SaaS software. Notion gives you a clean canvas to define only the fields you need to track leads. And each record is its own Notion page, where you can keep notes on every touchpoint. This template gets you started with the basics.
8. CRM dashboard
• Automatic reminders when to connect with a contact
• Recurring birthday reminders
• Birthday calendar
• Contacts are broken down by relationship type and location
• Built-in meeting note templates to record your conversations
• Instructions on the properties, formulas and how to use the dashboard
• Lifetime updates included
9. Advanced CRM
The template includes a dashboard page, which automatically only shows each team member the records that they’re assigned to. It can be easily connected to other parts of your workspace like your project management system.
10. Client tasks & communication manager
Automatically schedule follow ups with clients, when it’s been a while since you last spoke. Keep track of your/your team’s productivity in terms of projects, tasks and communication, along with the status of upcoming/overdue items, in the dashboard.
11. Consulting CRM
This template will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.
12. Customer Relationship Management – CRM
Set up your pipeline stages according to your process, and start dragging and dropping across stages. You can also store unlimited customer information and meeting schedules.
13. Notion Personal CRM template
Take control of your personal and professional relationships today.
14. Advanced Real Estate CRM | Notion template
15. Advanced CRM
This design enables you to get a 360° view of your prospects, as you’ll link all of your records of various types to the same page for your prospect.
16. Notion CRM with Ongoing Support package
17. Advanced CRM + Client Tasks & Communication Bundle
18. Notion – Recruitment CRM Template
If you’re looking to build a CRM in Notion for your recruitment agency, you’re in the right spot. By using Notion to build your CRM, you can create the custom recruitment CRM that you need in your favourite tool.
19. Twitter CRM + CMS Notion Template
An all-in-one CRM + CMS notion template with everything you need to manage relations, sell products, and craft tweets.
20. Personal CRM & Relationships Tracker
21. All-in-one Freelancer CRM Notion Template
Everything you need to manage your business as a freelancer!
With this amazing Notion Template, you could have a structured prospection process, manage projects with your clients, send personalized sales proposals and more!
22. CRM system in Notion
23. The Startup Fundraising Toolkit, Built on Notion
24. Studio Pro System
A hub with all the processes you need. A Notion Template specially made for Web Designers, Webflow Developers, and Creative Entrepreneurs who are looking for an easier way to run their business and manage their products.
25. Business CRM
26. Notion Client Portal
27. Notion Template Client Portal
Give your clients a better experience by inviting them to your client portal. This Notion template will be a central dashboard where you can share documents and track projects together. Streamline your communications and reduce back and forth email, so both of you can save time and work efficiently.
28. Notion Client Dashboard
29. Photography lead & client management
This template is designed for photographers. It will help you manage your clients and keep track of your leads.
I’ve also included templates based on type of shooting so you’ll win time every time you create a new lead.