Download Free CRM Template in Notion
Build better customer relationships and win more sales without paying for a CRM tool. Manage contacts, stay in touch with leads, and handle sales deals.
- Works in
- Notion
- Price
- Free, no sign-up
- Notion plan
- Free tier
Why use this free Notion CRM template
Free CRM template
This Notion CRM template is completely free. No paid subscription or email address needed.
Beginner-friendly
This Notion CRM was designed with beginners in mind. So, it’s easy to navigate and use all the included features.
Automations
The template comes with a host of formulas and automations to help you cut down on tedious tasks.
Free guide
The template includes a simple step-by-step guide
Minimal data entry
There’s very little admin work, since most tasks in this Notion CRM can be completed with a few clicks.
Consistent follow-ups
Always see what you need to do next and with whom. Get reminders to help you follow through.
Sales-focus
Create and manage sales deals in a Kanban board. You can also get an overview of your sales cycle.
Send Email button
You can call and send emails to contacts from within this CRM template.
What this free CRM template can do
Designed for small businesses, freelancers, and solopreneurs, this Notion CRM template helps you build better relationships with customers and grow your sales. Here’s how it makes that happen.
Manage contacts
This free CRM template makes it easy to organize business contacts:
- Create new contacts in seconds
- Get full contact profiles with next steps and deals
- Add comments and notes
Always know what to do next and when
Keep track of all activities you need to carry out with each contact:
- See all your next steps arranged by urgency
- Organize your workload in a calendar format
- Manage your team’s workload in Team Stream
Track deals from start to finish
Manage every sales opportunity from a single visual pipeline inside Notion:
- See your whole sales pipeline at a glance
- Drag and drop deals through stages
- Archive closed deals to keep your pipeline clean
Email and call directly from Notion
Reach out directly to your contacts from within the Notion CRM:
- Send out emails with a single click
- Start phone calls from inside contact profiles
- Tag team members for internal collaboration
See how it works
Watch this short video tutorial to see how this Notion CRM template works.
Questions about this template
Often called a Notion CRM, it is a template built inside Notion to help you manage customer relationships. This usually means it has databases for contacts, deals, and activities.
Some templates (like the one on this page) go a step further by interlinking these databases (so that updates in one reflect in all), adding simple automations, or helping you track follow-ups and your next steps.
No, you don’t need a paid plan to use this Notion template.
It works fully on Notion’s free plan, so you can access all features without upgrading. And of course, nothing is locked behind a paywall, nor are there any hidden add-ons or premium tools you need to unlock later.
In other words, this Notion CRM template is completely free to use and edit. You can add it to your workspace and start using it immediately, without spending a dime.
It’s designed for taking action. This template is inspired by the OnePageCRM idea that the more actions you take, the more sales you close.
That’s why it makes sure you always know who to follow up with next, what needs your attention today, and which relationships are at risk of going cold (and as such, need a follow-up).
Simplicity. This Notion CRM template is designed for your everyday use. Nothing overly complex yet advanced enough for the needs of small businesses and entrepreneurs.
This Notion template is a good choice if you do not have the budget for dedicated CRM software but still need a way to organize contacts, communicate with customers, stay on top of follow-ups, and manage sales opportunities.
But once your business grows and you start to need full email integration, email sequencing, bulk emailing, sales forecasting, and other useful CRM features, you’ll no doubt need proper CRM software.