All-in-One Sales CRM

The problem

When deals live in your inbox and your head, follow-up dates slip. This Notion CRM tracks leads and deals through New Lead, Hot Lead, Qualified Lead, Won, and Lost, and the dashboard shows the dates, deals, and pipeline you keep up to date.

Who it's for

Small business owners, freelancers and small sales teams.

What's inside

• Pages: Home (how-to), CRM Dashboard, Contacts, Products & Services, Reports, a Sales Activities Checklist reference, and a contact page template.
• Contacts: Name, Email, Phone, Stage (New Lead, Hot Lead, Qualified Lead, Won, Lost), Deal Value, Sales Rep (person), Lead Source (Website, Referral, Social Media, Paid Ads), Last Contacted, Next Follow-Up, Closed Date, Product & Services, Notes.
• Products & Services: Product Name, Price.
• 25 views and no charts. Dashboard: Upcoming Follow-Up (this week), Deal Calendar (Active and Closed), Top Deals by value, Deal Pipeline board, Active Contacts by Sales Rep.
• Contacts has an All tab and one tab per stage. Reports are tables: Unrealised, Won, and Lost (This Month and All Time), Won by Sales Rep, and Won by Source.
• The products page has an All Offerings gallery and category boards.
• About 9 buttons, including one named Add Sales Checklist.

Screenshots

Questions

What is this?

A Notion sales CRM for small business owners, freelancers, and small sales teams. You duplicate it into your own Notion workspace. Next Follow-Up is a date you set. It does not send reminders.

What is inside?

A dashboard, a Contacts database, a Products & Services database, report tables, and a Sales Activities Checklist reference. There are 25 views and no charts.

What does it cost?

It costs $15.

Does it include automations or integrations?

Deal Value is shown in the report tables. About 9 buttons, including one named Add Sales Checklist. Contacts has no formulas or rollups. It does not sync email, send follow-up reminders, or build a forecast or weighted pipeline. Next Follow-Up is a plain date field.

What's in each stage?

The checklist page holds 3 to 6 tasks per stage.

Can a team use it?

Sales Rep is a person field, and there are views by rep.

Does it work on Notion's Free plan?

Yes. There are no charts.

How do I start?

Delete the demo contacts, then add leads.