The 8 Best Notion CRM Templates for Client Management & Personal Use

September 21, 2022
by: Modest Mitkus

Customer relationship management (CRM) is a digital process that helps organizations identify and understand the needs, wants, and expectations of their customers. Having a CRM is also good for personal use - to maintain great relationships with people who matter to you.

If you're still looking for the right CRM tool, know that Notion CRM Templates are a great option, to manage everything in one place. No matter if you're a freelancer, salesman, or just a person who wants to never miss their friend's birthday again.

We curated a list of the 8 Best Notion CRM Templates for client management & personal use - take a look.

Advanced Notion CRM Template

Having worked as a Salesforce Administrator for over 3 years, this Notion CRM Template creator replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously, it's a lot more simple).

It includes separate but connected databases for sales, companies, people, meetings, and products.

This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.

Template available here

Notion Freelancer Pack (with Notion CRM Template inside)

The Notion Freelancer Pack is a template pack, a system that has everything you need to successfully start, run and manage your entire freelance business from one place.

It’s made for all niches of freelancers, who want to manage their entire freelance business from one place. When you are working on yourself, time and productivity are important. For you to feel good and use the time in the right direction, you must have a system that helps you move forward not backward. With this pack, you can manage your entire freelance business from one place and feel in control of having the right system.

What to expect:

  • More than 40+ ready-to-use templates for your freelance business.
  • 4 different workspaces for different objectives. To keep you more organized and focused
  • Everything you need to start, run and manage your entire freelance business from one place.
  • Customizable, scalable, out-the-box workspaces for every type of freelancer.

⬇️ Start, run and manage your entire freelance business from one place.

Template available here

Notion Sales OS (with Notion CRM Template inside)

Capture and Manage your Sales in Notion. This is a kick-ass and aesthetic sales management system that centralizes all your clients, orders & products into your digital workspace.

How does this Notion template work?

  1. Create contact and organize it by customer, lead, or team
  2. Import your contacts from Google Contacts or Mailchimp
  3. Capture and manage your products. Track your sales and make prognostics.
  4. Manage your client’s orders to never miss a thing.
  5. Create meetings with your contacts for discovery or follow-up.
  6. Store your sales assets.
  7. Create docs, contracts, and notes and manage them in different notebooks.

Created for salespeople, freelancers, start-ups, and anyone with the need to capture and manage their sales.

Template available here

Advanced Real Estate CRM | Notion CRM template

An advanced CRM system, based on popular real estate CRM software.

What you can expect:

  • Get a 360° view of all of your interactions with your customers & clients in one place
  • Keep track of sellers, buyers, properties, tasks, and communication inside an integrated system
  • The modular structure makes adding new databases to capture extra information straightforward
  • The team member's summary page template gives each team member an uncluttered view of everything that they're working on only
  • Quickly schedule showings with drag & drop, inside the dedicated scheduler page
  • Update your CRM from anywhere, thanks to Notion's online storage

Template available here

Simple Notion CRM Template

This CRM will help you keep track of your clients, their projects, and the project tasks. This CRM comes with a pipeline database, a projects database, and a tasks database as well as a project calendar view.

Template available here

Simple CRM (Notion CRM Template)

This simple system will allow you to track when you need to reach out to every important person in your life.

It consists of two databases:

  • People (to manage your relationships)
  • Meetings (for tracking your meeting notes and dates)

Template available here

Build meaningful relationships - Personal CRM Template

Stay in touch with contacts that matter more often with this personal CRM. Don't ever forget a birthday again.

This template is a fully customizable and aesthetic Notion Dashboard.

You'll find :

  1. A database for all contacts that matter ;
  2. Catch up frequencies to automatically calculate when it's time to reach out ;
  3. Birthday reminders to never forget a birthday again ;
  4. Contact template to keep notes of important information ;
  5. Moments database to store memories and plan future ones ;
  6. Guide to help you build meaningful relationships with close friends ;
  7. Hand-picked resources on how to build meaningful relationships ;
  8. A complete tutorial on how to use the template

Template available here

Notion Personal CRM & Relationships Tracker 

Join the Anti-Anti Social Club today!

What to Expect from this Free Personal Use Notion CRM Template:

  • Remember to stay in touch with the people that matter
  • Get notified when it's time to reach out
  • Assign different frequencies to different people within your CRM 
  • Automatically generate the next time to reach out

Template available here

What are your thoughts on these Notion CRM templates? Do you know of any additional templates you would like to recommend to others? Share with us!

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