CRM Notion Template - Track Clients, Leads & Tasks

Your central hub for managing clients, leads, and tasks - all in one place!

Stay on top of your business relationships with an all-in-one CRM system, built entirely in Notion. Whether you’re tracking clients, leads, tasks, or closing sales, this template keeps everything organized and easy to manage - no extra tools needed.

Why choose this template

• Simplicity & Ease of Use: Designed to be intuitive, not overwhelming
• Control & Confidence: Always have the right information at your fingertips
• Time-Saving & Efficiency: Spend less time managing, more time selling
• Quick-Start Guide: Includes step-by-step instructions to get started quickly

What’s inside

• Clients Database: manage customer details in one place
• Leads Tracker: never lose sight of potential opportunities, from first contact to conversion
• Contact Logs & Sales Pipeline: stay on top of meetings, calls, and follow-ups with an integrated schedule
• Dashboard View: get a clear snapshot of your clients, leads and tasks at a glance

Perfect for small businesses, freelancers, and entrepreneurs who want a simple yet powerful CRM system.

This template is built for Notion. All you need is a free account to duplicate it into your workspace, with lifetime access and fully customizable to fit your business needs.