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20 Best Notion Business Managers

20 Best Notion Business Managers

20 Best Notion Business Managers

Discover 20 essential Notion templates designed for entrepreneurs, freelancers, and teams to streamline projects, clients, finances, and workflows. Whether you need task management, CRM, budgeting, or business planning, these templates help you stay organized, productive, and efficient—all in one place.

Discover 20 essential Notion templates designed for entrepreneurs, freelancers, and teams to streamline projects, clients, finances, and workflows. Whether you need task management, CRM, budgeting, or business planning, these templates help you stay organized, productive, and efficient—all in one place.

Hashim Sultan

Notion Certified Creator

Notion Certified Creator

Feb 25, 2025

Table Of Content

Looking for the best Notion business templates to streamline your workflow and boost productivity? This curated list features 20 powerful Notion templates designed for entrepreneurs, freelancers, startups, and teams. From business management and finance tracking to client portals and growth workspaces, these templates help you organize projects, track finances, manage clients, and scale operations efficiently. Whether you're running a SaaS, an e-commerce store, or a freelance business, find the perfect Notion template to optimize your workflow.

Best Notion Business Templates

1. Notion Ultimate Business OS

Optimize and streamline your business operations with Notion Business OS. This comprehensive Notion template is designed for agencies, entrepreneurs, startups, and small businesses to efficiently manage projects, clients, finances, and teams—all in one workspace.

Key Features:

Project & Task Management – Keep track of ongoing projects, set priorities, and meet deadlines effortlessly.
Client Relationship Management (CRM) – Store client details, track interactions, and nurture long-term business relationships.
Financial Tracking – Monitor income and expenses, manage budgets, and gain insights into financial health.
Team Collaboration – Assign tasks, manage team schedules, and improve overall productivity.

👉 Why Use This Template? Say goodbye to juggling multiple apps—Notion Business OS consolidates everything into one efficient system, boosting workflow efficiency and organization.

📌 Perfect for: Entrepreneurs, startups, agencies, and business owners looking to simplify operations and maximize productivity.

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2. Notion Commerce Business OS

Run a successful online or retail business with Notion Commerce Business OS. This powerful Notion template is designed to streamline inventory tracking, order management, supplier coordination, and financial reporting.

Key Features:

Inventory Management – Monitor stock levels, prevent shortages, and streamline restocking.
Order Processing & Tracking – Manage customer orders efficiently, from placement to delivery.
Financial Management – Keep track of sales, expenses, and revenue to maintain financial stability.
Supplier & Vendor Management – Maintain supplier records and track purchase orders seamlessly.

👉 Why Use This Template? Whether you run a physical store, dropshipping business, or e-commerce brand, this Notion template will help you organize inventory, track sales, and improve operational efficiency.

📌 Perfect for: E-commerce store owners, online retailers, small business owners, and inventory managers.

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3. Notion CRM Client Portal

Enhance client relationships with an all-in-one Notion CRM Client Portal. This template simplifies client tracking, project management, invoicing, and communication, ensuring a smooth client experience.

Key Features:

Client Profiles & Database – Store contact details, project history, and interaction logs in one place.
Project & Task Management – Assign tasks, set deadlines, and keep track of client projects.
Automated Invoicing – Generate, send, and manage invoices efficiently within Notion.
Dedicated Client Portals – Give clients access to project updates, shared files, and direct communication.

👉 Why Use This Template? If you struggle with scattered client data, lost emails, or inefficient communication, this Notion CRM portal keeps everything centralized and structured for seamless client management.

📌 Perfect for: Freelancers, agencies, service providers, consultants, and small businesses managing multiple clients.

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4. Notion Finance OS

Master Your Finances with Notion’s Ultimate Finance OS

Track income, expenses, and budgets with ease. This powerful template includes a built-in budget tracker, a 50/30/20 budgeting system, and automated financial reports—helping you stay on top of your financial goals.

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5. Notion Freelance Dashboard

Manage projects, track finances, and boost productivity with the Notion Freelance Dashboard. This all-in-one freelancer workspace helps you handle client work, track income, and stay on top of deadlines effortlessly.

Key Features:

Project & Task Tracker – Organize client projects, set milestones, and manage deadlines.
Financial & Invoice Management – Monitor earnings, track expenses, and create invoices with ease.
Client Relationship Manager – Store client details, project briefs, and communication history.
Productivity & Planning Tools – Use to-do lists, time tracking, and personal organization tools.

👉 Why Use This Template? If you’re a freelancer juggling multiple clients and projects, this dashboard will help you stay organized, get paid on time, and scale your freelance business.

📌 Perfect for: Freelancers, solopreneurs, consultants, designers, and creative professionals.

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6. Business Plan Workspace Notion Template

Turn your business ideas into actionable plans with this structured Notion workspace. Organize your strategy, set milestones, and track progress—all in one place. Ideal for entrepreneurs, startups, and consultants.

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7. Business Hub for Notion

A comprehensive Notion template for business owners. Manage everything from projects and teams to marketing, branding, and budgets. Whether you're running a SaaS, startup, or digital business, this planner keeps everything organized.

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8. Client Portal in Notion

Enhance client communication with this Notion-based client portal. Share files, track deliverables, and keep everything in one place. Includes client guides, a walkthrough video, and Canva templates to elevate your client experience.

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9. Notion Company OS

A modern Notion system for businesses seeking efficiency. This all-in-one solution includes sections for team management, finances, sales, projects, and marketing—helping you streamline operations and scale effortlessly.

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10. Client Tasks Communication Manager Template for Notion

Simplify client task management and communication with this intuitive Notion template. Get a clear overview of project progress, deadlines, and overdue tasks. Easily integrate it with your CRM for a complete client management system.

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11. Notion Strategic Partnerships Template

Build and manage successful partnerships with this Notion Strategic Partnerships template. Track ongoing collaborations, document key interactions, and implement a 10-stage framework for strategic growth.

It features a centralized dashboard, partner portals, action trackers, and insightful analytics to help you optimize your business alliances.

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12. Notion Company OS

Manage every aspect of your business in one streamlined workspace. This Notion Company OS includes:

  • Project & task management

  • CRM & client tracking

  • Finance management

  • Team collaboration

With a clean and intuitive layout, this template simplifies business operations, helping you stay organized and scale efficiently.

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13. Business Model Canvas Template with 900+ Prompts

Refine your business strategy with the Notion Business Model Canvas template. This tool includes:

  • A structured Business Model Canvas framework

  • 900+ prompts covering key business aspects like customer segments, value propositions, and revenue streams

  • Customizable sections for tailored planning

  • A collaboration-ready system for teams

Ideal for startups, entrepreneurs, and business professionals looking to build, refine, or scale their ventures.

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14. Business Planner for Freelancers and Entrepreneurs

Stay organized with this all-in-one business planner designed for freelancers and entrepreneurs. Track:

  • Tasks & meetings

  • Client & lead management

  • Projects & financials

  • Invoices & subscriptions

A go-to hub for managing daily business operations and planning long-term success.

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15. The Business Hub Method

A premium all-in-one Notion system to manage every part of your business. With 15 dedicated pages and over 20 video tutorials, this template covers:

  • Task & project tracking

  • Client & team management

  • Document storage & meeting notes

Perfect for entrepreneurs who need a robust, structured workspace.

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16. Notion Upwork Freelancer Template

The ultimate Notion dashboard for Upwork freelancers. Manage:

  • Job applications & proposals

  • Client database & testimonials

  • Tasks, finances, and invoices

  • Goals & milestones

This workspace keeps your freelance career structured and optimized for success.

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17. Notion Growth Workspace Template

A powerful Notion workspace designed for business growth. Track:

  • Key performance metrics

  • Marketing & product strategies

  • Customer acquisition

  • Progress visualization

Ideal for entrepreneurs focused on data-driven expansion.

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18. Startup Job Board Notion Template

Streamline your hiring process with this Notion Job Board template. Features include:

  • Unlimited job postings

  • Automated application tracking

  • Candidate management

  • Team introduction & mission statement

A must-have for startups looking to build a strong team efficiently.

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19. Manager OS Template for Notion

Boost your managerial efficiency with this all-in-one Notion template. Manage:

  • Team tasks & assignments

  • Performance tracking

  • Project management

  • Feedback & collaboration

Stay organized, keep teams aligned, and lead with confidence.

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20. Product OS Notion Template

A complete Notion workspace for product and tech teams (3-75 members). This template includes:

  • OKR management for goal tracking

  • Sprint & backlog tracking for development teams

  • Idea & problem submission for innovation

  • A sleek team homepage with insights & resources

Perfect for teams aiming to launch and scale successful products.

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Why use Notion for Business?

Notion is a game-changer for businesses, offering an all-in-one workspace to manage tasks, projects, finances, and client relationships—all in a single, structured system. Whether you're a freelancer, entrepreneur, or running a full-scale company, these 20 Notion templates can help you stay organized, boost productivity, and scale efficiently.

All-in-One Solution – Replace multiple apps with a single, powerful workspace.
Customizable & Scalable – Adapt Notion to your specific business needs, whether you're a solo entrepreneur or managing a team.
Collaboration Made Easy – Seamlessly share workspaces, assign tasks, and track progress with your team.
Automation & Efficiency – Save time with templates, linked databases, and automated workflows.

Start optimizing your business management with Notion today!

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