Top Free CRM Templates in Notion

Having a CRM (Customer Relationship Management) system is essential for maintaining and organizing your contacts, leads, and customer interactions. It streamlines your workflow, ensures you never miss a follow-up, and helps build stronger relationships. A CRM template in Notion can simplify the process by providing a structured framework to manage all your business connections effectively.

Before you dive into creating your own CRM, take a look at these CRM Notion templates to make the process smoother and more efficient.

1CRM

What does our CRM offer?

CRM

- Clients pipeline;
- Contacts

A template preview for CRM

2CRM

Use Notion CRM as a whole customer relationship management system. Made inside your favorite tool - Notion.

A template preview for CRM

3CRM Tracker

Are you tired of losing track of contacts after networking events and/or do you struggle to find important information about your clients or customers? Look no further than this CRM Notion template. With the ability to organize all your contacts in one place, you'll never forget a name, number, or email address again. Plus, its user-friendly interface lets you quickly access important information and keep your business relationships thriving.

A template preview for CRM Tracker

4Personal CRM

Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.

A template preview for Personal CRM

5CRM Tracker

A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

A template preview for CRM Tracker

6Ultimate CRM

Stay organized, track leads and deals, and nurture valuable relationships, all in one sleek and professional platform.

A template preview for Ultimate CRM

7Ultimate CRM

It's a lightweight CRM that allows you to track leads, accounts, and opportunities without having to purchase an expensive solution. Great for small companies or teams within large companies that don't want to use a large, clunky CRM.

A template preview for Ultimate CRM

8CRM Tracker

Manage all your relationships and interactions with customers and potential customers. Using a CRM tracker can help to improve business relationships to grow your business.

A template preview for CRM Tracker

9Personal CRM

Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. Be that person who always follows up and who knows the exact gift to give. This template is designed to be that secret weapon.

A template preview for Personal CRM

10Creator CRM

It helps creators, entrepreneurs, and creator businesses keep track of contacts and conversations with them to better collaborate and serve clients. Enhanced with features of Notion AI

A template preview for Creator CRM

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