Sales CRM Notion Template

Sales Operations CRM — Notion Template

A clean, modern CRM built for people who want a simple system that actually gets used.

This template helps you track your entire sales workflow in one place — from first contact to closed deal to paid invoice — without the complexity of traditional CRMs.

What you can do with it

• Track clients with clear ownership, priorities, sources, and next actions
• Run a real deal pipeline (stages, expected close dates, probability, weighted value)
• Stay on top of follow-ups with tasks, deadlines, and overdue logic
• Log meetings & calls with outcomes, action items, and follow-up scheduling
• Track invoices, payments, and expenses with clean finance views
• Keep documents organized (proposals, contracts, briefs) and linked to clients/deals
• Collaborate with a team (owners, assignees, responsibilities)

Included databases (fully connected)

• Clients
• Deals
• Tasks
• Calendar (Meetings/Calls)
• Finances (Invoices/Payments/Expenses)
• Documents
• Team members

Everything is linked, so each client becomes a single “hub” where you can see deals, tasks, meetings, finances, and documents in one place.

Built-in views (so you don’t need to set anything up)

You get multiple ready-to-use views for each database, including:

• Clients
• Deals
• Tasks
• Calendar
• Finances
• Documents

Guided notes (so every entry is consistent)

Each new page includes structured prompts that make it easy to capture the right information, for example:

• discovery notes
• proposed solution
• pricing & terms
• objections & risks
• next steps and owners

This is one of the main reasons the system stays clean over time, you don’t end up with empty records and missing context.

Who this is for

• Freelancers and consultants
• Solo operators and small teams
• Agencies and service businesses
• Anyone who wants a CRM that’s simple, structured, and fast in Notion

If you’ve tried CRMs that felt too heavy or Notion templates that looked nice but weren’t usable, this is built to be the opposite.

Setup time

• Duplicate the template
• Add your first client and deal
• Start using it the same day

Most users are fully running within 10–15 minutes.

What you’ll receive

• One Notion template link (duplicate to your workspace)
• Pre-configured databases, views, and templates
• Example entries you can delete or keep as reference

Requirements

• A free or paid Notion account
• No additional tools needed

Notes

• This is a Notion template (digital product).
• Due to the nature of digital downloads, refunds are typically not offered once duplicated, but if you run into issues, you can contact me and I’ll help.