Top 5 Free Consulting Templates in Notion

This template will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.

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The OptiOpp CRM system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.

This consultant planner provides a space for individuals, teams, or companies to manage their customers and projects, as well as keep track of their schedule. With all of this information in one place, it becomes easier to keep track of important deadlines and manage tasks efficiently. By using this planner, individuals, teams, or companies can increase their productivity and improve their overall performance.

The Consultant's Hub helps new or growing consultants scale their services in a holistic, organized way. With tips, resources, integrated prompts and templates, the Consultant's Hub acts as a second brain to scale any consulting service.