Simple CRM Client Manager Notion template
Never lose a deal to silence. This Notion template gives you one page with three linked tables for your contacts, your deals, and every conversation.
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Simple CRM Client Manager Notion template
ContactsDealsActivity LogSample pipeline
What is inside
Contacts:
everyone you deal with, with company, type, source, email, and phone.
Deals:
your pipeline, with value, stage, a next action, and a next action date.
Activity Log:
every call, email, meeting, and note, linked to the contact and the deal.
Sample pipeline:
20 linked example entries that you can study, keep, or delete.
How you use it
- Add a contact and open a deal.
- Log each call, email, and meeting when it happens.
- Give every deal a next action and a date.
- Sort Deals by Next action date to see who needs a follow-up today.
Simple CRM Client Manager Notion template
Buy on EtsyHow you get it
1.
Buy the template on Etsy and download the Start Here PDF.
2.
Open the link in the PDF.
3.
Click Duplicate. The template copies into your own Notion account.
Good to know
- The template is a set of linked tables, not an app. It does not send emails or notifications, and it does not produce graphs or summaries for you.
- Digital product. Nothing is shipped.
- A free Notion account is enough. Notion is a separate product and is not included.
- Works on desktop, web, tablet, and phone through Notion.
- For personal use. Do not resell or share it.