A CRM Notion template can be the key to maintaining good relations with your customers. With these, you can track customers and provide them with the best service.
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Free Notion CRM Templates
1. CRM Tracker Notion Template by Easlo
Price: Free
What We Like About It
- At-a-glance dashboard with a list of clients and their level of progress
- Gallery and contact list to manage a database of clients
- Option to add a profile photo or “headshot” for each client
- Ability to flag customers as high-priority targets. This displays them on the secondary gallery/dashboard
- Simple interface designed using Notion’s basic elements and color palette.
Get this CRM Notion Template here.
2. “The Agency” CRM Notion Template
Price: Free or name your price.
What We Like About It
- Seamless navigation panel to access clients, sales, tools, and many others with just a click.
- Pre-designed templates and shortcuts for contracts, proposals, and outreach documents.
- Built-in to-do lists, weekly planners, and milestone trackers to log down tasks and current progress.
- A dedicated section on maintaining staff training resources and employee information.
Get this CRM Notion Template here
3. Personal CRM & Relationships Tracker
Price: Free or name your price
What We Like About It
- More casual-focused aesthetic
- Assign priorities and frequency of “catching up” for each contact
- Automate reminders on when to reach out to each client
- Assign tags, activities, or information relevant to upcoming sessions within each client.
- Well-optimized for mobile, tablets, and web browsers.
Get this CRM Notion Template here
4. People HQ
Price: Free
What We Like About It
- Hassle-free tables to store all necessary customer information
- A dedicated section for storing customers’ upcoming birthdays
- Option to set up contact frequency and prioritize as necessary
- An impressive set of video tutorials to help orient new users fast
Get this CRM Notion template here.
Paid Notion CRM Templates
1. Sales.OS by Ignacio Velásquez
Price: $8-$20 depending on region
What We Like About It
- Well-designed main page/dashboard section with important tasks and navigation panels.
- Dedicated sales and customer contact information sections.
- Dozens of Notion integrations with platforms such as Google Calendar, contacts, keep, MailChimp, and many more.
- Well-optimized layout for mobile, desktop, tablets, and browsers.
- Track products, sales, and other metrics all at once.
Get this CRM Notion template here.
2. Build Meaningful Relationships
Price: $9
What We Like About It
- Casual theme that makes it easy to read and personalize contacts
- Assign different frequencies to maintain relations with each contact
- Set up a dedicated avatar and extra notes for each person
- Different sections for tracking birthdays, anniversaries, and other special moments.
- Seamlessly designed for mobile displays as well.
Get this CRM Notion template here.
3. Ultimate Agent Hub Notion Template for Estate Agents
Price: $67
What We Like About It
- A seamless dashboard that includes important listings, todos, and customer appointments.
- Additional trackers for managing expenses, habits, reading, and other goals.
- Two separate CRM layouts for buyers, sellers, and anyone in between.
- An aesthetic and well-designed digital Rolodex to keep track of specific contacts.
- Formulas and integrations are built-in to improve efficiency.
Get this CRM Notion Template Here
4. Strategic Partnerships Notion Template
Price: €25
What We Like About It
- Set up goals and track current progress for each collaboration, partnership, or customer
- Statistics tracker to track different activities and different stages of the partnership or project
- Option to add and automate extra metrics that help you determine the success or effectiveness of each project or customer.
- A pre-built 10-stage process that will help you integrate a project or partnership into the template with the highest efficiency.
Get this CRM Notion template here.
5. Advanced CRM Notion Template by ANotioneer
Price: $27
What We Like About It
- A well-designed set of learning resources to help you understand the ins and outs of the Notion template.
- Relational design principles are in place that allow you to add new customers, contacts, and other information without having to duplicate unnecessary data.
- Dedicated sections to track clients, sales, and any other systems you set up.
- Easily add new databases and include them in dashboards and other systems without too much of a hassle.
Get this CRM Notion template here.
6. SalesMate by Tomas Vysny
Price: $10
What We Like About It
- Well-designed lead database
- Built-in calendar and todo list to track deliverables, appointments, and follow-ups
- Formulas and calculators are built-in to efficiently manage sales, commissions, affiliates, and other sources of income and expenses.
- At-a-glance dashboard that prioritizes important clients, activities, and todos.