Notion can be used as a simple CRM for your business (managing clients) or for personal use (managing contacts like friends and people).

Of course, a straightforward way to maintain a lightweight CRM is to use Excel or Airtable.

But, as a Notioneer, I would like to manage this in Notion.

Because with Notion:

  • You have good note-taking abilities
  • You can integrate CRM with the rest of your systems like task management, project management, meetings, etc. I strongly suggest this!

What if you’re already using fully-fledged CRMs like SalesForce or HubSpot?

If so, please proceed. You may want to incorporate the mini-CRM with an automatic back-end (such as by using Zapier or Integromat) so this mini-CRM fits seamlessly into your Notion solution.

Here are some of the templates I really liked for creating a CRM with Notion.

1. Sales OS

Highlights:

  • Creator: TheVeller
  • Our score: 9.5/10
  • Price: $20
salesos

If you’re looking for a sales management system that centralizes all your clients, orders, and products into your digital workspace, then Sales OS is the one for you! The best thing about this Notion dashboard is that it comes with nine integrations. You can import your Google contacts to Notion, automatically create meetings with your contacts for a discovery call or a follow-up, or import your email list to Notion to send emails.

salesos2

You can see a synced sidebar for quick navigation and the integrations you need to automate your CRM on Notion.

Key features

  • All-In-One view of your sales system
  • Sales Weekly Digest to keep track of what happened in the previous week
  • CRM Views by Status or Type
  • Database for active and archived products
  • 9 Integrations with Google Contacts, Calendly, Mailchimp, Rocket Reach, and more.

Explore the template

2. Advanced CRM + client tasks & communication bundle

Highlights:

  • Creator: ANotioneer
  • Our score: 9.5/10
  • Price: £25
advancedcrm

If you’re looking for a ‘relational’ structure that you’d see in a traditional CRM like Salesforce, this advanced CRM does the job for you. You can also find an automated version of this advanced CRM on the creator’s website. You get detailed information on how to get started with this CRM once you purchase it.

Key features

  • The modular structure of this dashboard makes adding new databases to capture extra information straightforward
  • A table dedicated to ‘Opportunities’ to be on top of the clients that require your attention
  • Relational databases allow you to add the details of Companies and People without any duplicate info.

Explore the template

3. Notion ultimate CRM board

Highlights:

  • Creator: Solt Wagner
  • Our score: 9.5/10
  • Price: FREE – $15
ultimatecrm

If you’re a freelancer or a small biz, this Notion template is tailor-made for you with pre-built pages for managing contacts, projects, and meetings, as well as a calendar view to keep all of your appointments organized.

Key features

  • Client management
  • Project management, Project Status,
  • Meetings, Daily view, Weekly view, Monthly view
  • Estimated value in projects
  • Project’s Tasks
  • 50+ Embedded Avatar photos

Explore the template

4. Simple Notion CRM

Highlights:

  • Creator: Chris
  • Our score: 9.5/10
  • Price: FREE
simplecrm

If you’re getting started as a freelancer and have been overwhelmed with managing your new clients, this simple CRM might do the job of organizing everything. This will be a good addition to your workspace if you already have one.

Key features

  • CRM Pipeline to keep track of your leads, interviews, and retainers
  • Keep track of upcoming scheduled meetings and refer to the meeting notes
  • Projects and Tasks database view to get the work done

Explore the template

5. CRM tracker

Highlights:

  • Creator: Easlo
  • Our score: 9.5/10
  • Price: FREE
crmtracker

Another really simple CRM Dashboard that would be a great addition to your freelance or business workspace that already exists on Notion.

Explore the template

6. The agency CRM (Notion template)

Highlights:

  • Creator: Blazed
  • Our score: 9.5/10
  • Price: FREE
agencycrm

If you’re running an Agency, this free notion template gives you an idea about how to build a Notion dashboard for you and your time.

Key features

  • Database views for Sales and Outreach
  • Pages for training your assistants
  • Upload your Proposals and keep them ready to share with your prospects
  • Roadmap and Monthly planning views to reach your goals

Explore the template

7. Build meaningful relationships

Highlights:

  • Creator: Stan H
  • Our score: 9.5/10
  • Price: $13
personalcrm

It’s been a tough time for all of us due to COVID-19 (and adulting), and we lost touch with our friends and family. It’s high time to get back to our normal lives and stay in touch with those that matter to us.

Key features

  • A database for all contacts that matter
  • Catch-up frequencies to automatically calculate when it’s time to reach out
  • Birthday reminders in order to never forget a birthday again
  • Contact template to keep notes of important information like their favorite things, activities, etc.
  • Moments database to store past memories and plan future ones
  • Guide to help you build meaningful relationships with close friends
  • Hand-picked resources on how to build meaningful relationships

Explore the template

Other templates

  • Sales CRM by Notion – A simple Sales CRM built by Notion. It gives you a clean canvas to define the fields you need to keep track of your leads. For beginners, this is perfect!
  • Personal CRM by Notion – If you want to be that friend who always shows up, knows the perfect gift to give, and always follows up with professional contacts, download this free Notion template.
  • Personal CRM & relationships tracker – If you’re into an “Anti Anti-Social Club”, this aesthetic Notion template to keep in touch with your friends and family is the one for you. I love that it also automatically generates the time you need to reach out the next time.
  • People HQ – This is a really impressive database for managing the contacts and your relationships with people. You can add people’s contact details, areas of interest, contact dates, and birthdays so that you’ll be reminded, etc.