All-in-One Sales CRM

A complete and intuitive CRM system in Notion to manage contacts, track deals, and follow up with leads. Ideal for entrepreneurs, small teams, and service-based businesses who want structure, clarity, and results — all in one place.
About this template

Sales CRM for Notion — a clean, comprehensive workspace designed to help entrepreneurs, service providers, and small teams manage their entire sales process in one place.

This all-in-one system helps you:

  • 🧑‍💼 Track leads by stage (New, Hot, Qualified, Won, Lost)

  • ✅ Stay on top of follow-ups with a built-in Sales Activities Checklist

  • 📊 Monitor your pipeline, upcoming tasks, and team performance in a central dashboard

  • 🛠 Link contacts to products or services they're interested in

  • 📈 Review deal insights with win/loss reporting and top deal views

The template is fully customizable and thoughtfully designed to bring structure without complexity — whether you're managing solo or scaling a small team.

Perfect for anyone who wants a powerful yet intuitive CRM, built natively in Notion.
Close deals with confidence, clarity, and visibility — all without leaving your workspace.

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Ratings & Reviews

Very detailed and practical.
I like the way template create and group the sales pipeline and tasks to follow up. Many thanks
T

Trim · Apr 26, 2025

Hi Trim, I'm glad my template could help you manage your customers or deals more effectively. Please feel free to share any feedback or ideas for improvement. Thank you.

minoblock · May 1, 2025

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