← All Posts
Hashim Sultan
Apr 3, 2025
Table Of Content
Streamline Your Client Management with Notion
Managing clients, tracking sales pipelines, and maintaining strong business relationships can be overwhelming—especially when your data is scattered across different platforms. That’s where a reliable Notion CRM template can transform your workflow. Whether you're a freelancer, agency owner, or small business entrepreneur, having a centralized customer relationship management system in Notion helps you stay organized, close more deals, and scale your business efficiently.
In this guide, we’ve handpicked the best Notion CRM templates, both paid and free, to help you manage clients, projects, leads, and communications—all from a single, customizable Notion workspace. From powerful CRM systems that replicate Salesforce functionality to simple personal CRM templates designed for relationship-building, there’s something here for every use case and team size.
Looking to expand your Notion setup even further? Don’t miss our curated collections of the Best Notion Project Management Templates, Top Notion Productivity Templates, and Best Free Notion Templates to level up every area of your business or personal life.
Whether you’re managing client portals, building sales dashboards, or keeping in touch with your personal network, these Notion CRM templates are designed to streamline your processes and help you grow with confidence.
Paid Notion CRM Templates
1. 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.
2. Advanced Notion CRM Template
The Advanced Notion CRM Template replicates the structure of high-end relational CRM systems like Salesforce while keeping things simple and accessible for small to mid-sized businesses. Designed to help you track sales, manage leads, and organize client interactions, this CRM system is a powerful tool for businesses looking to build a professional and scalable workflow inside Notion.
Whether you run a growing startup or manage client relationships as a freelancer, this CRM template helps you manage companies, people, meetings, products, and sales pipelines—all in one centralized Notion workspace. It’s especially useful for business owners looking to integrate other Notion systems, like project trackers or to-do lists, into a cohesive setup. Perfect for those just starting out or on a budget without a large sales team.
Key Features of the Advanced Notion CRM Template:
Structured similarly to traditional CRMs like Salesforce
Dedicated Notion databases for:
Sales tracking
Company profiles
Client and contact management
Meetings and scheduling
Product and service listings
3. Notion CRM Template
This Notion CRM Template offers a simple yet powerful client and project management system. Built for freelancers, small business owners, and consultants, it enables users to monitor their sales funnel, track potential leads, and manage project timelines with ease.
Its clean and intuitive interface allows you to:
Organize your prospects and customer pipeline
Schedule meetings and client follow-ups
Track projects and progress in real-time
Streamline communication and task assignments
This CRM system is ideal for those who want to improve productivity, stay organized, and maintain strong client relationships—all within Notion.
4. Sales CRM Notion Template
The Sales CRM Notion Template is purpose-built for sales professionals and entrepreneurs who want to close more deals and optimize their pipeline. It provides a clear visualization of the entire sales process—from lead generation to deal closure—helping you stay focused and organized at every stage.
With this CRM system, you can:
Track contacts and lead status
Manage client communications and follow-ups
Analyze closed deals and pipeline health
Stay on top of your sales goals
If you’re looking for a focused Notion CRM built to increase revenue and sales efficiency, this is the perfect solution.
5. The Ultimate Notion CRM and Sales Center
The Ultimate CRM and Sales Center for Notion is an all-in-one solution to manage client relationships, track deals, and run your sales operations seamlessly. Designed for growing businesses and sales teams, this Notion CRM helps centralize all your data for better productivity and visibility.
It includes:
A comprehensive sales dashboard
Contact and lead tracking
Project and pipeline management
Streamlined client communication
Perfect for teams that want an integrated workspace to manage customer interactions, track performance, and maintain control over the entire sales process.
6. CRM Tracker Notion Template
The CRM Tracker Notion Template is a complete client relationship and business management solution built for entrepreneurs, service providers, and coaches who want to build lasting client relationships and stay organized.
Included in this powerful Notion CRM system:
Contact Rolodex to store all client details
Step-by-step client outreach tracker
Session scheduling overview
Pre- and post-session checklists
Invoice and payment tracking (by client and month)
Resources hub for offers, packages, swipe files, and links
Business goals tracker with daily, weekly, and monthly metrics
Feedback and intake forms (with 3rd-party integration options)
Full video walkthrough to guide you through setup and usage
This CRM template empowers you to streamline communication, improve your client experience, and track every detail of your business—all from your Notion dashboard.
7. The Ultimate CRM for Notion
The Ultimate CRM for Notion is your go-to all-in-one CRM workspace designed for freelancers, agencies, and small businesses. It provides everything you need to stay on top of your leads, projects, finances, and client communication—without ever leaving Notion.
What's Inside:
Clean and centralized dashboard for quick navigation
Separate databases for:
Calls
Prospects
Customers
Orders
Integrated calendar system for due dates and scheduling
Built-in finance tracker to monitor transactions and budgets
One-click entries for financial records
Ideal for businesses that want a powerful CRM system and financial tracker in one seamless Notion template.
8. Notion LoanHQ CRM for Loan Management
The LoanHQ CRM for Notion is specifically designed for loan officers, mortgage brokers, and financial advisors. This CRM template centralizes all key aspects of loan processing and client communication in a streamlined and organized Notion workspace.
Core Features:
Detailed databases for:
Client profiles
Lead tracking
Realtor and third-party contacts
Loan quotes and pre-qualification guidelines
Communication history and follow-up tracking
Space for voice memos, notes, and meeting minutes
Customizable to suit unique lending workflows
This Notion CRM is an essential system for anyone in the loan and finance industry looking to improve response times and enhance operational efficiency.
9. Notion AgencyHQ Template
The AgencyHQ Notion Template is a full-featured business operating system tailored for creative agencies, service-based businesses, and marketing firms. Based on the Entrepreneurial Operating System (EOS), this CRM and business hub helps you manage every facet of your agency’s workflow—from client onboarding to employee management.
What’s Included:
Secure client portals and project trackers
Built-in time-tracking system
Content creation and publishing pipeline
Proposal and deal management tools
Invoicing and financial dashboards
Hiring workflows and onboarding modules
Lifetime updates and exclusive video training
Access to a private community
With AgencyHQ, you get a complete Notion agency management system that enhances collaboration, boosts productivity, and scales with your business.
10. Notion Sales CRM Template
The Sales CRM Template for Notion offers a robust yet user-friendly system to manage your sales pipeline, contacts, and ongoing projects. Perfect for independent consultants, freelancers, and startup founders, it helps organize daily workflows and client communications effectively.
Features Included:
Fully structured sales pipeline
Dedicated project manager database
Organized contacts database for lead management
Calendar view for scheduling and deadlines
Notes and meeting records
Support and lifetime updates
This Notion sales CRM system ensures you never miss a follow-up or deadline again, keeping your business and client operations running smoothly.
Free Notion CRM Templates
11. Notion CRM Project Manager
The CRM Project Manager Notion Template is a free all-in-one solution designed to help you seamlessly manage your clients, monitor ongoing projects, and stay on top of your business operations—right inside Notion. Ideal for freelancers, agencies, and small business owners, this template combines customer relationship management with efficient project tracking.
Key Features:
Centralized database for client management
Structured project tracking dashboard
Built-in meeting scheduler for timely collaboration
Sales pipeline tracking to manage leads and conversions
This CRM system helps you organize all your business touchpoints, ensuring smooth workflows and improved client satisfaction—all from one unified Notion workspace.
12. Notion Business CRM
The Notion Business CRM Template is a free and robust client relationship management system for companies that want to centralize their communications, meetings, and tasks. Perfect for startups and small businesses, this CRM template helps you track clients, organize projects, and never miss a follow-up.
Use the Contact Tracker to manage clients and view your interaction history. Then utilize the Meeting Manager to schedule appointments, add reminders, and link meeting notes directly to related projects.
This Notion CRM system makes business operations more streamlined and productive—all without any added cost.
13. Notion CRM Board for Free
The Notion CRM Board is a free, highly functional CRM system designed to help you manage clients, meetings, and company data in one intuitive dashboard. With customizable sales pipeline stages, it gives you a clear view of where each client stands in the process.
Key Features:
Full database for managing company and client information
Visual sales pipeline to track lead progress
Daily and monthly meeting views for better scheduling
Follow-up reminders for client outreach
Easy-to-customize layout for all business types
Whether you’re a freelancer or a business owner, this Notion CRM template helps you stay organized and on top of your relationships.
14. Simple Notion CRM
The Simple Notion CRM Template offers a clean, minimal, and distraction-free interface to help you manage key aspects of your client relationships and business operations. It’s a perfect free solution for solopreneurs, consultants, and freelancers who need a streamlined system.
With this Notion CRM, you can track:
Prospects and sales pipeline
Upcoming and past meetings
Ongoing tasks and deliverables
Active projects and timelines
Time logs for client sessions
If you’re looking for a no-fuss CRM tool to manage your workflow, this one fits right into your Notion system.
15. Notion Personal CRM & Relationships Tracker
The Personal CRM & Relationships Tracker is a free Notion template designed to help you stay connected with the people who matter most. Whether you're managing a professional network or personal contacts, this system ensures you never lose touch.
Key Features:
Custom contact frequencies for different people
Automated reminders to follow up
Smart scheduling to generate the next outreach date
Relationship tracking to keep every connection meaningful
A must-have for anyone looking to maintain stronger, more intentional relationships in both their personal and professional life.
16. Simple CRM Notion Template
The Simple CRM Notion Template is a free yet powerful tool for organizing your business contacts, managing leads, and tracking your sales pipeline—all from a clean, intuitive interface.
What’s included:
Unlimited contact and account tracking
Focused views for incoming leads
Active/inactive client sorting
Estimated deal value tracker
Built-in archiving system
Designed for sales teams, solopreneurs, and small business owners who want a simple, effective CRM setup inside Notion.
17. The Agency CRM Notion Template
The Agency CRM Template for Notion is a free operating system designed for digital agencies and small creative teams. It provides a clear overview of your outreach, sales efforts, and operational planning—making it easier to scale and manage client relationships.
Template Highlights:
Database views for tracking sales and outreach
Training pages to onboard team members or assistants
Centralized proposal uploads for quick access
Roadmap and monthly goal planning views
Perfect for startup agencies looking to build a productive client management hub in Notion.
18. Notion CRM Tracker
The Notion CRM Tracker Template is a clean and minimalist solution to help you organize leads, sales, contacts, and company data all in one place. Designed for simplicity and speed, this free CRM system works well for both freelancers and startup founders.
Core Features:
Sales pipeline overview
Lead tracker to follow deal progress
Contact management system
Company tracker with interaction history
If you're looking for a straightforward Notion CRM template to manage everything without the extra complexity, this one is a great fit.
19. Ultimate Notion Business CRM
The Ultimate Notion Business CRM Template is a complete client and project management system built inside Notion, perfect for managing all your business processes in one centralized workspace.
With this CRM template, you can:
Monitor your sales pipeline
Manage multiple projects
Organize client and company databases
Track leads and interactions
Take detailed notes and capture essential details
This all-in-one business CRM system boosts productivity and helps streamline operations—especially helpful for solopreneurs and small business teams.
20. Notion Personal CRM
The Notion Personal CRM is crafted to help you maintain and nurture personal relationships in an intentional and organized way. Whether it’s staying in touch with family, friends, or professional contacts, this free CRM system helps you keep everything in one accessible place.
Features Include:
Custom contact management
Reminders and notification tracking
Tasks and note-taking per contact
Tag and label support for categorization
Custom fields to personalize your relationship management
Stay connected and never miss a special moment or important follow-up again with this thoughtfully designed personal CRM for Notion.
Conclusion: Take Control of Your Client Management with the Best Notion CRM Templates
Choosing the right CRM system is essential for growing and sustaining meaningful client relationships—and with Notion, you can do it all in one streamlined, customizable workspace. From tracking leads and automating follow-ups to managing projects and centralizing client communication, these Notion CRM templates provide the perfect foundation for building a scalable business system.
Whether you're just starting out or looking to optimize your operations, there's a template on this list to help you work smarter and stay organized.
Looking to elevate more areas of your workflow? Check out these other helpful blog posts for even more Notion-powered solutions:
Best Notion Life OS Templates – All-in-one dashboards to manage your personal goals, health, habits, and routines.
Best Notion Finance Tracker Templates – Gain control over your budgeting, expenses, and financial goals.
Best Notion Social Media Planner Templates – Plan, schedule, and manage your content strategy across platforms.
Best Notion Goal Tracker Templates – Set clear goals, define action steps, and monitor progress visually.
Best Notion Fitness & Workout Templates – Track workouts, monitor progress, and stay consistent with your health routines.
Best Notion Student Planner Templates – Manage classes, exams, notes, and assignments in one academic workspace.
Best Notion Business Templates – Streamline operations, manage clients, and stay productive as a freelancer or entrepreneur.
No matter your role or industry, the right Notion templates can help you simplify processes, boost productivity, and bring structure to your digital life. Start building your ideal CRM system today with the best Notion CRM templates available!
← All Posts
Get Lifetime Access
Get instant lifetime access to all current and future Notion templates.
✓ 8 Premium Notion Templates
✓ Lifetime Access
✓ Access to all Future Templates
✓ $300+ value
✓ Bonus 10 Templates
$119
$299
Get it Now
70% OFF
