Notion CRM Template — Contact & Deal Management for Solopreneurs

A CRM that lives where you already work.

Track leads, manage deals, and organize client relationships — all inside Notion. No new software to learn, no monthly subscription, no complexity you do not need.

What You Get

• Contact Database — Store every lead and client with custom fields, tags, and notes
• Deal Pipeline — Kanban board with stages: Lead → Contacted → Proposal → Negotiation → Won/Lost
• Activity Log — Track every call, email, and meeting with timestamps
• Dashboard — See pipeline value, conversion rates, and follow-up reminders at a glance
• Client Profiles — Detailed pages for each client with project history and documents

Who This Is For

Solopreneurs and small teams (1-5 people) who need CRM functionality but do not want to pay $50+/month for HubSpot or Salesforce. If you already use Notion, this drops right into your workspace.

Includes: Notion template (duplicate link) + setup walkthrough + customization guide

One-time purchase. No subscription. Works with Notion free plan.