Best 10 Notion CRM Templates for 2024

Unlock your client management potential in 2024 with our curated list of the "Best 10 Notion CRM Templates." Streamline workflow, enhance collaboration, and boost efficiency with customizable templates designed to elevate your customer relationship management.

Stay organized and succeed in client management with Notion CRM. Explore the top 10 templates for 2024 to enhance your experience. Whether you're a pro or new to customer management, these templates will elevate your workflow.

Efficiency is key in client management. Stay ahead in 2024 with our handpicked selection of the "Best 10 Notion CRM Templates." Organize, collaborate, and elevate your customer relationships. Discover the power of Notion CRM as we unveil templates to supercharge your workflow and keep you ahead. Explore the future of client management now!

The Best Notion CRM Templates

#1 Notion Ultimate CRM Board

Elevate your business with the Notion Ultimate CRM Board Template.

Effortlessly manage your clients and streamline your project management process with this comprehensive CRM, Clients, and Project Management Template.

What's included?

• CRM, Pipeline

• Client management

• Project management, Kanban board

• Meetings, Daily view, Weekly view, Monthly view

• Project's Tasks

• 50+ Embedded Avatar photos

This template serves as the ultimate tool for consolidating your client information, pipeline, project timelines, and crucial meetings in one centralized location.

It features pre-built pages dedicated to managing contacts, projects, and meetings, along with a calendar view that ensures all your appointments stay organized. Additionally, you have the flexibility to customize the template according to your specific needs by adding custom fields or views that align with your unique business workflows.

Whether you're a freelancer or a business owner, the Notion Ultimate CRM Board empowers you to stay organized, save time, and propel your business to new heights. Experience the difference today by giving it a try!

Get the Notion Ultimate CRM Board for $15

#2 Notion Intranet Business OS

Transform your project from quote to cash with effective management!

Enhance project management with Notion Intranet, offering seamless integration, predictability, and profitability for companies.

Discover the power of synergy with over 20 interconnected features bundled into a single template, ensuring seamless functionality across every aspect of your operations.

What's included?

• Project Management

• Project budget, margin

• Client cost, labor cost manager

• CRM & Clients manager

• Finance manager

• Task manager

• Content Planner, Manage your blog posts, social posts, and newsletters

• Timesheet, time log

• Employee manager

• Department manager

• Team manager

• Invoice, Proposal, Contracts

• Easy navigation

• Simple and clean layout

• Salary manager

• Absence, holiday manager

• Calendar, event manager

• Manage clients by company

• Board with your tasks, projects, events...

• Assets manager

• Business Notice Wall

• Business Knowledge

Manage customer accounts and track pipeline

Efficiently handle customer accounts and seamlessly track your sales pipeline. From initial contact to closing deals, this user-friendly tool empowers your team to nurture client relationships, monitor leads' progress, and optimize the sales process.

Stay on top of every opportunity, enhance customer interactions, and drive revenue growth with ease using this powerful Sales & CRM feature.

Introducing the ultimate all-in-one solution designed for enterprises, businesses, and large teams. Our comprehensive platform empowers you to efficiently manage projects, tasks, finances, employees, absences, assets, contracts, and business knowledge, all in a single location.

Embrace the future of management and propel your organization to new heights with our comprehensive solution. Choose simplicity, choose success.

Get the Intranet Business OS Template

#3 Notion Company OS

All in one management tool to your Company. Manage your company seamlessly, from lead generation to project and task management, all the way to invoicing.

Introducing the Notion Company OS Template - the ultimate solution for your business needs. This comprehensive template includes everything you need to streamline your operations and elevate your business to new heights.

Leads » Contacts » Clients » Projects » Tasks » Invoice » All Done with the Company OS

What's included?

• Project Management

• CRM

• Finance Tracker

• Clients manager

• Team manager

• Task manager

• Create Invoice

• Easy navigation

• Simple and clean layout

Get the Notion Company OS Template for $29

#4 Notion CRM Template for Free

Enhance your client management efficiency with this Notion CRM Template! Streamline your client and meeting management in one convenient location.

Designed to simplify your workflow, this Notion CRM template allows you to effortlessly manage your clients, meetings, and company data. With customizable pipeline stages, you can easily track the progress of your clients and gain insight into their position within your sales process. Seamlessly manage companies, clients, and meetings all in one place, while setting reminders to follow up with your clients. Additionally, you can view your daily and monthly meetings at a glance for a clear overview of your schedule.

What's included?

• Track and manage all client information in one place

• Easily schedule and keep track of meetings

• Set reminder for the next meeting, follow up your clients

• Visualize your sales pipeline and progress

• Manage company data with ease

Get the Notion CRM Template for Free

Notion Freelancer Board

Enhance your freelance business with this all-in-one Notion template for project management, task tracking, finance management, meetings, and CRM!

The Freelancer Board Notion Template offers the perfect solution for freelancers seeking to streamline their work processes and maintain organization. This comprehensive template provides a range of tools to effectively manage projects, tasks, finances, clients, and meetings effortlessly.

What's included?

• Project Management

• CRM

• Finance Tracker

• Finance Reports

• Clients manager

• To-do list

• Meetings

• Project's Task manager

• Invoices

• Proposals

• Resume

• Easy navigation

• Simple and clean layout

Get the Notion Freelancer Board for $29

#5 Notion Ultimate Time Tracker Template

Take control of your time like a pro with the Ultimate Time Tracker Notion Template.

If you want to boost your productivity and accomplish more in less time, this template is perfect for you.

Track your tasks effortlessly, set estimated values for your projects, and keep an eye on your progress with monthly, custom, and project reports.

What's included?

Live Time Tracker (in minutes and hours)

• Add task manually and set the Start and End time and the system calculate everything

• Add task manually only type the working hours number

• Quick actions with 1H, 2H, 4H working hours button

• Show the Start Time, End Time

• Show the Amount on the Tasks

• Show the Total Amount on the Projects

• Live Amount Tracker

• Monthly and Yearly Report

• Report Creator (you can create a custom report from Clients, Projects and Tasks)

• Clients Management

• Project Report

• Project Budget

Get the Notion Ultimate Time Tracker for $29

#6 Notion Booking OS

Appointment Booking Schedule Management. Effortlessly Organize Appointments, Clients, and Services for Your Salon, Clinic, or Office

Tailored for Beauty Salons, Barber Shops, Medical, Dental Offices, and more, this all-in-one solution simplifies your workflow, ensuring efficient operations and exceptional customer service.

Revolutionize your scheduling with our Booking OS Notion Template. It's designed to seamlessly manage appointments, clients, staff, and services. Tailored for Beauty Salons, Barber Shops, Medical and Dental Offices, and more, this all-in-one solution simplifies your workflow, ensuring efficient operations and exceptional customer service. Say goodbye to scheduling headaches and embrace the ease of organized, centralized booking.

Manage Your Appointments
Efficiently handle appointment bookings by staff team and services. Easily view upcoming appointments.

Manage Your Customers
Organize your customers by appointments in a clean and organized view, all in one convenient place.

Manage Your Staff Team
Efficiently organize your staff team based on services and type. With this system, you can easily view appointments for each staff member in one comprehensive timeline, allowing you to conveniently track all bookings.

What's included?

• Appointment management

• Service management by categories

• Ability to add service duration time and price information

• View which employee is performing each service

• Customer management

• Staff team management

• Ability to view service times

• Automatic calculation of end time based on service duration

• Payment method and status management

• Service amount and extra tips management

• Customer appointment management

• Notes management with the staff team

• Task management with the staff team

• Monthly and yearly report viewing

• Monthly revenue, expenses, and balance tracking

• Total revenue breakdown by services

• Finance Management

• Monthly, Yearly Report

• Expenses by Categories

• Included Canva Template for the Cover image

Get the Notion Booking OS for $39

#7 Sales CRM Notion Template

Streamline your sales process and increase deal closures.

That's precisely why this template is designed for closers. It helps you visualize the sales flow, analyze closed deals, and efficiently manage contacts and follow-ups.

The Sales CRM Notion template offers a comprehensive solution for managing your sales pipeline and enhancing productivity. Tailored specifically for sales professionals and entrepreneurs, it encompasses all the necessary features to effectively handle your sales process, from prospecting to closing deals.

Get the Sales CRM Notion Template for $19

#8 Notion CRM Tracker

Introducing the CRM Tracker Notion template for easy client management and organization.

What's included?

• Contact Rolodex to store client details

• Step-by-step plan for client outreach

• Session scheduling and planning

• Pre- and post-session checklists

• Invoice and payment tracking

• Resources area for offers and files

• Notion templates for forms and integrations

• Business goal and progress tracking

Includes a tutorial video for using the template effectively. Notion is a free productivity tool accessible on all devices.

Get the Notion CRM Tracker for $30

#9 Notion Ultimate Business CRM

Are you seeking to take complete control of your business workflow like never before? Welcome to the Ultimate Business CRM Template for Notion - a comprehensive hub for boosting productivity, improving organization, and streamlining business management! 🌐

This game-changing tool is specifically designed with Freelancers, Solopreneurs, Content Creators, and Entrepreneurs in mind. It is poised to revolutionize your daily operations, freeing up more time for you to concentrate on what truly matters - growing your business. 💼

Get the Notion Ultimate Business CRM for $19

#10 Notion Automated Twitter CRM

Build your Twitter audience quickly by making data-backed decisions instead of relying on random tweets and post engagements.

With a Twitter CRM, you can avoid manual data entry and track user growth for strategic outreach.

By combining this with personal tweet metrics, you'll gain valuable insights into what resonates with your audience, enabling you to effectively market your business!

Get the Automated Twitter CRM

Use Notion for CRM management

In the fast-paced world of business, effective Customer Relationship Management (CRM) is the backbone of success. If you're still navigating the complexities of traditional CRM systems, it's time to consider a game-changer – Notion. Here's why you need to make the switch:

1. Unparalleled Customization: Notion offers a level of customization that traditional CRMs struggle to match. Tailor your CRM to your unique business needs, ensuring that it aligns perfectly with your workflow and requirements.

2. Collaborative Powerhouse: Collaboration is key in modern business, and Notion takes it to the next level. Foster seamless teamwork by centralizing client data, communication, and project details in one collaborative space accessible to your entire team.

3. Intuitive Interface: Bid farewell to steep learning curves. Notion's intuitive interface makes it easy for anyone to dive in and start reaping the benefits. Spend less time training your team and more time focusing on what matters – building strong client relationships.

4. Flexibility Across Devices: In a world where work happens on the go, Notion shines. Access your CRM anytime, anywhere, whether you're at your desk or on your mobile device. Enjoy the flexibility to stay connected and updated, ensuring you never miss a beat.

5. Integration Hub: Notion seamlessly integrates with a plethora of third-party tools. Whether it's email, calendars, or project management apps, Notion acts as a centralized hub, minimizing the need for constant toggling between applications.

6. Cost-Effective Solution: Traditional CRM solutions often come with hefty price tags. Notion, on the other hand, offers a cost-effective alternative without compromising on features. Get the functionality you need without breaking the bank.

Notion CRM Templates Conclusion

As you gear up for 2024, make Notion CRM your ally in client management. These 10 templates are just the tip of the iceberg when it comes to maximizing your efficiency and elevating your customer relationships. Embrace the power of Notion CRM and revolutionize the way you manage clients in the year ahead.