The 10 Best Notion CRM Templates
Notion is a serviceable CRM if you never need Salesforce. Pipeline stages, contact records, deal amounts, follow-up dates. It handles all of that without paying a per-seat license to a real CRM.
Building one from scratch takes hours. Community templates exist that already nailed it. Below are ten worth stealing, from minimal freelance setups to multi-database sales pipelines.
For teams that want CRM dashboards, pivot tables, and live reports on top of any of these, Sync2Sheets mirrors the CRM database to Google Sheets in real time.
1. Simple CRM
Creator: Notion Everything
Price: Free
This template is an excellent choice if you're looking for a basic, free Notion CRM. Simple CRM has tools to track your accounts, contacts, and leads. Plus, it lets you visualize and organize your sales pipeline to close more deals.
2. Creator CRM
Creator: Atul | Notion4Creators
Price: $12
Creator CRM is a Notion template specifically for creator businesses. Whether you're running a YouTube channel, podcast, or TikTok account, this template will help you keep track of relationships with sponsors and collaborators. It also includes systems for managing your creator business tasks, freeing up time for the creative work you love.
3. CRM Tracker
Creator: Easlo
Price: Free
Easlo's CRM Tracker is barebones, but that's not necessarily bad. This template is a great way to learn CRM basics before you commit to a more advanced (paid) CRM template.
4. CRM
Creator: Pathpages
Price: Free
The name may be simple, but don't let it fool you. CRM by Pathpages offers the tools you need to manage the sales pipeline for your agency or freelance business. In addition to the pipeline features, this Notion CRM template includes a section for managing your business contacts.
Note: Looking for an easy way to sync your client contact spreadsheets with your Notion CRM? Check out Sync2Sheets.
5. CRM Toolkit
Creator: Alex Noles
Price: $0.99
CRM Toolkit is a combined client and customer tracker for Notion. While it has all the essential CRM features you'd expect, it focuses more on task and project management than some of the other templates in this guide.
6. CRM Plus
Creator: NotionTwins
Price: $15
CRM Plus is a great place to start if you need a more premium CRM experience. In addition to basic tracking tools, you get advanced features like an inbox, quick capture buttons, and project templates. CRM Plus is also fully optimized for mobile devices.
7. The Ultimate CRM
Creator: Felix' Digital Stash
Price: $4.99
The Ultimate CRM is a template aimed at entrepreneurs and startups. It features a centralized dashboard to easily view your customers and accounts, as well as a place to track your orders. In addition to its CRM tools, The Ultimate CRM includes a dashboard for tracking your business finances.
8. Sales OS
Creator: Ignacio Velásquez (TheVeller)
Price: $20
Sales OS is a great option if you need a CRM for your product-focused business. The template includes tools for tracking orders, product data, and weekly sales figures. You'll also find places to store your contracts, documents, and notes for easy retrieval.
9. Advanced CRM
Creator: aNotioneer
Price: $27
Advanced CRM is designed to replicate the relational structure of a CRM like Salesforce. The template is an ideal solution for managing a sales team; each team member can see a dashboard showing only the records assigned to them. What's more, Advanced CRM's aesthetic design makes it a delight to use.
10. CRM Sales System
Creator: Kaibin
Price: $24.99
CRM Sales System is useful if you're managing a larger business with lots of clients and salespeople. The template includes extensive filters and views that let you dig into the details of your opportunities, customer management, and sales team performance. At the same time, CRM Sales System includes a dashboard for high-level overviews of your sales process.
Picking one
Solo or freelance: Simple CRM or Creator CRM. Small sales team: CRM Toolkit or CRM Plus. Enterprise-ish pipelines: The Ultimate CRM, Sales OS, or CRM Sales System. Migrating from Salesforce: Advanced CRM.
For reference, all ten again:
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