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Notion CRM Template

$24

Track every client, deal and follow-up in one Notion workspace

Notion CRM Template — Track every client, deal, and follow-up in one Notion workspace - no spreadsheet archaeology, no dropped balls.

What's inside

  • Full Notion CRM workspace with pipeline views: Active, Dormant, At-Risk, and Closed

  • Pre-loaded realistic sample data so you are not staring at a blank database on day one

  • Contact and Company linked databases with relationship mapping

  • Deal stage tracker with next-action fields, follow-up dates, and deal value columns

  • Client health dashboard - see who has gone quiet before they churn

  • Quick-start SOP doc: how to migrate your existing contacts in under 30 minutes

Who it's for Solo founders or 1-3 person agencies drowning in browser tabs and sticky-note follow-ups

How it's delivered Instant access after checkout to a private download page — your files are yours for life.

— Part of the Growtoria toolkit.