CRM Board

About the Template

This Notion CRM template is designed to help you effectively manage and organize your customer relationships, potential leads, and sales opportunities. It provides a structured system to track each contact's stage in your sales pipeline, prioritize follow-ups, and ensure no opportunity is missed.

Perfect for freelancers, agencies, and small sales teams aiming to streamline their client interactions and grow their business with confidence.

Key Features:

• Contact Database: Store detailed information about each lead or client, including contact info, company, source, and notes.

• Sales Pipeline: Visualize where each opportunity stands in your funnel — from initial contact to closed deal.

• Interaction Log: Record meetings, calls, and emails to maintain a complete history of communication with every client.

• Smart Filters: Instantly sort and view leads by stage, priority, next follow-up date, or account manager.

• Custom Tags & Categories: Classify contacts by industry, region, or service type for more targeted outreach.

• Reminders & Follow-Ups: Set reminders for important follow-ups so you never miss a deal.

• Performance Dashboard: Track total deals, conversion rates, and performance over time with built-in reports.

• Archive System: Keep closed or inactive leads out of sight but easily accessible when needed.

This CRM template turns your Notion workspace into a powerful client relationship system — simple, intuitive, and ready to grow with your business.