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Consultant CRM Kit

€58.75€47Save 20%

Stop losing deals to the wrong contact and proposals nobody tracked

Most "consultant" Notion templates are freelancer kits with a new label —

one client, one contact, straight into a project. Real consulting doesn't

work that way: your client is a company with several stakeholders, and

there's almost always a formal proposal stage before any of them sign off

on work.


This kit is seven connected Notion databases — Companies, Stakeholders,

Proposals, Engagements, Deliverables, Communication Log, and Invoices —

built specifically for consultants. Log a company once, and it connects

to every contact, every proposal, every engagement, and every invoice

tied to it automatically.


Works fully on Notion's Free plan. Nothing else to buy or connect.

Want the step-by-step guide too? Check out the Kit + Playbook bundle.

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