CRM Pro for Small Businesses & Freelancers

Ultimate CRM Notion template for freelancers and small businesses. Manage contacts, deals, and tasks to streamline your sales pipeline.
About this template

Ultimate CRM Pro Notion template

designed for freelancers, side-hustlers, and small businesses.

  • Add contacts and companies:

    Quickly add contacts, companies, and related information. Segment and categorize to stay organized and efficient.

  • Add deals:

    Quickly add deals you're working on and track them through your sales pipeline. Monitor the last touchpoint to remain in contact for higher conversion.

  • Add communications and tasks:

    Track client touch points and associated tasks to stay on top of your customer relationships. Add documents and attachments.

  • Assign to different employees in your workspace:

    Collaborate and delegate clients and deals. Get reporting and insights on employee performance and sales conversion.

  • Daily updates at a glance:

    Keep up to date on your CRM with daily updates shown on the home page and dashboard. Review sales conversions, added contacts and companies, and employee communications and tasks.

  • Updated to support new Notion page views

Learn more about the CRM Pro template on our website awaexperiment.com.

Categories
About this creator

Ratings & Reviews

This is Great Template
After reviewing many templates i opted for this one wich is amazing so far and is easily adaptable and customizable, Thank you for your work Team
B

Bob · Jun 1, 2025

Avaliação
Muito bom, simples e direto esse template, de fácil customização!
J

José Antonio Ruotolo Filho · Apr 7, 2025

My feeling for long term usage of this app
love this app very much, much more helpful for daily work!
B

B.L. · Apr 3, 2025

Very Good
Thank Boss, Template easy, smart and very good ..............
Đ

Đất Xanh Hoàng Gia · Mar 27, 2025

Review
This template is great. Makes organization super easy and will help a lot with my outreach to businesses
T

Tyler Vitale · Mar 20, 2025

More by The AWA Experiment

Browse 24 templates

More like this

Related content

Visit Help Center