CRM Notion Template

New to customer relationship management or just need a lightweight way to track contacts? The CRM Notion Template is perfect for individuals and small businesses who want a streamlined system to manage leads and clients—without complicated software or monthly fees. Track who you’ve contacted, when to follow up, and any notes about conversations, all in one place.

This template includes a small cost to support my work. If the cost is a barrier, you can still get it for free on the Notion Marketplace. If you choose the free option, please consider leaving a review, sending a kind message, or providing any support you can. Your feedback truly means the world!

Key Features & Benefits:

• Contact Database: Enter names, emails, phone numbers, and any notes. Quickly search or filter by tags like “Potential Client,” “Networking,” or “Follow-Up Needed.”
• Follow-Up Reminders: A “Next Contact Date” field ensures you never miss a chance to reconnect. Filter or sort contacts by their upcoming follow-up date.
• Simplicity at Its Best: No extra bells and whistles—just a core structure to keep your relationships organized. Perfect for freelancers, solopreneurs, or even job seekers.
• Timeline View: An optional timeline or calendar view to see all upcoming follow-ups laid out over days or weeks.
• Completely Free to Use: Duplicate the template into your Notion at no cost and start customizing immediately.

How to Use:

1. Duplicate & Personalize: Add it to your Notion, rename any fields if you like (e.g., rename “Company” to “Organization” if that fits better).
2. Add Contacts: Start inputting your existing contacts or new leads. Tag them with relevant labels (e.g., “VIP lead,” “Potential partner,” etc.).
3. Set Follow-Up Dates: For each contact, pick a date/time to get in touch next. The template can automatically show you who’s due for a follow-up today.
4. Take Notes: When you speak with someone or exchange emails, quickly open their page and jot down any important details.
5. Stay Organized: Each morning, check your follow-up list to know exactly whom to reach out to. No more missed opportunities.

Keep your contacts close and your leads closer! Download the CRM Notion Template and effortlessly stay on top of every conversation, from initial lead to loyal client—without spending a dime.