Business CRM | Notion Template

The Ultimate Notion Business CRM – Manage Everything in One Place

Are you tired of juggling multiple tools to manage your business? Struggling with scattered notes, lost contacts, and missed deadlines? It’s time to simplify and streamline your workflow with our Notion Business CRM!

Designed for entrepreneurs, freelancers, and agencies, this all-in-one CRM system ensures seamless management of tasks, projects, services, contacts, meetings, and more—all in Notion’s flexible workspace.

🚀 Key Features & Benefits

✅ Task Management

Stay on top of every task by viewing deadlines, linking tasks to specific projects, and tracking their auto-due status.

🎯 Lead / Project

Manger all your project in one place, Porject all link with proposal, task, meeting , note. and with CRM you can easily see where you project is now.

📊 Charts

Gain clear insights into your business performance with visual charts displaying your total service value. Easily track your ongoing projects, successful deals, and lost opportunities to make data-driven decisions and improve your business strategy

📂 Service Tracking

Easily manage your service offerings and keep track of active and past clients, making sure you never miss an opportunity to deliver exceptional results.

📇 Contacts & Company Database

Maintain a well-organized database of leads, clients, and partners. Store essential details, interaction history, and business relationships in one place.

📅 Meetings & Notes

Never lose meeting insights again! Keep records of discussions, decisions, and action items—all linked to relevant contacts and projects.

✍️ Proposals & Deals

Streamline your sales process by tracking proposals, negotiations, and closed deals, making it easier to convert leads into loyal customers.

📁 Archive for Organized Storage

Keep past projects, meetings, notes, old proposals, and completed tasks archived without cluttering your workspace. Access past records anytime you need them for reference or future planning.

Why Choose This Notion CRM?

✅ All-in-One System – No need for multiple tools; manage everything within Notion.
✅ Easy to Customize – Tailor the CRM to fit your unique business workflow.
✅ Time-Saving & Efficient – Reduce manual work and improve productivity.
✅ Collaboration-Ready – Work with your team and keep everyone aligned.

Customers Feedback

FAQs

1. What Is Notion?
   Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. This product offers a carefully designed template you can use immediately for yourself.
2. What is Notion template?
   Notion templates are ready-made components that can be imported into your Notion workspace to optimize your productivity. These templates are tailored to specific needs, such as project management, task tracking, or note-taking. By utilizing Notion templates, you can streamline your workflow and accelerate your productivity in no time.
3. How I will receive a template?
   Click "I want this" button and Duplicate this template to your Notion workspace.
4. Notion has a Free plan?
   Yes
5. Who are you?
   I’m Shihab, a certified Notion Creator and Consultant. Over the past year, I’ve helped more than 20 business and agency owners streamline their workflows and solve real challenges. With extensive experience in creating templates, I’m here to deliver practical solutions tailored to your needs.