B2B CRM System

Efficient CRM System template for B2B sales and business analytics with detailed How-to-use description.
About this template

This Notion-based CRM template is designed to help you efficiently manage your sales pipeline, client relationships, and business insights all in one place. With dedicated sections for Deals, Companies (Leads), People, Tasks, and Analytics, this template provides a comprehensive solution for tracking every aspect of your sales process. Try this template to achieve new business goals!

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Ratings & Reviews

CRM template review
Great job! Super useful for an SMB like mine. I've learned a lot about the awesome functionality Notion has.
C

Chris Edwards · Jun 22, 2025

My review
It is very useful for personal and team usage, with practical analysis and detailed add up, it is just perfect.
B

Bedirhan KARDAS · Jun 17, 2025

Unusually clear and workable...
Both a power tool and a model for development of other templates. Really good.
R

Robert Bailey · Jun 11, 2025

Fantastic Template for CRM
Great and clear - very easy to just pick up and utilise
S

Steve Pirone · Mar 5, 2025

Robust CRM template
works like a charm. Able to fulfill basic duties. No access controls / security though
V

Vijay · Feb 19, 2025

Thanks a lot for the feedback! I am glad that the template works for you. If you’re open to sharing your experience, feel free to connect with me on LinkedIn or drop me a message.

Bozhedaroff · Mar 4, 2025

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