CRM Notion templates

Manage your entire business effortlessly with the most powerful Notion template for freelancers.

Your complete Notion system to help you manage your projects, clients, sales, finances, knowledge and objectives, in one central place.

Easily manage all your business contacts and accounts, track your leads, and organize your pipeline to make more sales.

Save and organize all your important contacts, keep track of every interaction, and never miss a birthday or followup.

Generate and track all your invoices in one organized and free Invoice Tracker system.

Save hundreds of hours with out-of-the-box templates. Set up in minutes and easily customize to your clients' brand. Export to PDF or collaborate directly inside Notion. Available in English, French, Spanish, Russian and more.

Manage you freelance business in Notion

The Client Portal - Notion Template is chocked full of valuable resources for a smooth brand/web design project. It enables you to create a branded client experience all the way from onboarding to launch!

Say hello to the Notion Growth Workspace. The leading frameworks and techniques in project management, SEO, fundraising, and sales. All available in a fully customizable and dynamic Notion template. Preloaded with an investor CRM, startup tools, email templates and events.

Meet the Notion Fundraising Template, the easiest & most time-saving way to raise capital for your startup successfully. The template features and easy to use Investor CRM, Pitch Deck Content Builder, Investor Update Templates, and so much more!

Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). It includes separate but connected databases for sales, companies, people, meetings and products. 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.

Business Hub is an all in one business management system that lets you manage your business with your team. Track and manage projects, clients, teams, invoices and much more.

Effortlessly organize and access team information with our intuitive team directory. Stay connected, improve collaboration, and easily find contact details. Simplify team management with our user-friendly platform.

The SaaS Customer Onboarding dashboard provides a solution for startups looking for an effective system to track and manage their customer onboarding projects. It includes a KPI monitor to track key success metrics as well as individual dashboard for each Customer Onboarding Specialist.

A free Notion template designed to see all your team information in one place, with a visual approach and you can add new members and information as needed.

MintOS is a comprehensive project management tool that is designed to help small business owners and freelancers manage their projects, clients, tasks, finances, and project resources in an organized and efficient manner.

Accounts management made easy for all type of organizations. This versatile template is a game-changer for IT and non-IT companies, providing an effortless solution to manage their customers, employees, and daily operations.

Advanced Sales CRM optimized for export sales. Suitable for every salesman, freelancer or startup who wants to grow their customer base and keep track of their progress.

Startup Job Board is your best friend when it comes to attracting top talents to your startup. Build a sleek, nice-looking careers page, automate your application process & get all your applicant's information in your Notion backend.

A collection of ready-to-use templates to start taking advantage of Notion for mapping your Customer Journey, improving your Customer Experience and Teams collaboration toward it.

A template to manage all of your strategic partnerships and alliances in Notion