Business CRM

Business CRM is a Notion template that centralizes customer data, deal tracking, tasks, meetings, and notes into a single workspace for business owners, sales teams, and entrepreneurs. It’s designed to simplify contact and pipeline management, improve collaboration, and scale with your business without adding extra apps.

Key Features

Contact & company database that stores essential information and links interactions to records.

Visual sales pipeline to track deals across stages and forecast outcomes.

Task, meeting, and activity management so you never miss follow-ups or deadlines.

Notes capture and record linking for context-rich client interactions.

Customizable structure allowing you to add, remove, or rename fields and views to match your workflow.

Team collaboration features for sharing pages, assigning tasks, and keeping everyone aligned.

Mobile-optimized layout so you can manage CRM tasks and deals on the go.

Best For

Solo founders and freelancers who need a lightweight CRM inside Notion.

Small sales teams and startups wanting an affordable, centralized pipeline.

Agencies and consultants tracking clients, projects, and revenue opportunities.

Notion users who prefer an integrated, customizable CRM without adding extra tools.

Pricing

One-time purchase: $29 for an individual license or $99 for a team license; delivered as a duplicable Notion template with setup instructions.

Category: CRM

Pricing model: free