10 Best Notion CRM Templates to Manage Clients and Sales

Tired of juggling client info across five apps and six sticky notes? Same here! That’s where Notion CRM templates can be a helping hand. They bring all your customer relationship management needs into one customizable space.

Whether you’re a solopreneur or part of a growing team, CRM templates provide essential CRM capabilities to track leads, manage follow-ups, and easily close deals. 

We’ve rounded up the 10 best Notion CRM templates to help you build better relationships, boost sales, and enjoy the process.

We will also explore templates from a Notion alternative. Ready to level up your client game with your soon-to-be favorite tool (hint: it’s ClickUp)? 

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What Makes a Good Notion CRM Template?

Notion hosts over 30,000 templates for work, education, and personal life—each created by its community members. 

When choosing the right template for CRM, here are a few elements you should check:

• Clarity: Choose a Notion CRM template with a clear and clean structure. It should be easy to navigate and have no learning curve involved. This will make it easy to use for you and your team
• Comprehensiveness: Opt for a Notion template that includes all essential CRM features, such as visual pipelines, status views, and reporting tools. This will help you integrate it with your own CRM system to drive results 
• Customizability: Choose a template that enables you to customize its elements to match your company’s CRM process. This will help you address your business’s unique needs 
• Scalability: Choose a Notion CRM template that supports solo and enterprise use. This will help you track leads even when your company grows

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10 Notion CRM Templates

Here are the best Notion templates for you to better your customer relationship management (CRM) processes: 

1. Personal CRM Template by Tejit Pabari

If you’re a working individual with basic CRM needs, check out the Personal CRM Template by Tejit Pabari. It’s a simple tool that lets you store and manage your contacts, personal and professional. You can assign a status, priority, role, and other details to each number.

Moreover, the template allows you to set up meetings and log interactions, enabling you to track every call and follow up as needed.

🌟 Why you’ll like it:

• Customize fields to include birthday reminders, last contacted date, and shared interests
• Organize contacts by relationship type, such as friends, mentors, or acquaintances
• Share updates or newsletters with close contacts using email integrations

2. Contact List (Personal CRM) Template by EdriansNotes

The Contact List (Personal CRM) Template by EdriansNotes helps with effective contact management. This document works as your professional telephone directory, storing and organizing all-important client contacts in your system.

In addition to logging interactions, you can set reminders and add personal notes, like birthdays and preferences, to ensure you never lose touch with a crucial contact.

🌟 Why you’ll like it:

• Group contacts by category, such as clients, vendors, or personnel
• Add details to the log context from calls, meetings, or networking events
• Collaborate with team members by assigning contact owners or point persons

3. Leads Tracker Template by Sentele

With a clean interface, the Leads Tracker Template by Sentele offers a comprehensive view of your leads and their interaction status, enabling you to schedule follow-ups in advance.

That’s not all—it also reveals interesting data, such as response rate and close rate, so you know which leads are worth focusing on. All these features make sales pipeline management an effortless task.

🌟 Why you’ll like it:

• Track lead status across customizable stages like New, Contacted, Qualified, and Closed
• Create a Kanban board view to manage pipeline flow visually
• Add task checklists to each lead to streamline outreach and nurturing

4. Employee Directory Template by OpenCore Group

Looking for a template to manage your business’s internal contacts? Check out the Employee Directory Template by OpenCore Group. It’s a centralized document where you input the contact information of all your business’s employees.

Additionally, include other relevant details, such as their role, email address, and location. This helps you find and contact the right employee from the system to handle a specific customer interaction. It also proves immensely helpful during employee onboarding and offboarding. 

🌟 Why you’ll like it:

• Group employees by team, location, or function using filters and views
• Add onboarding details and key documents under each employee card
• Share directory access with HR, managers, or new hires for transparency

5. Notion Partnerships CRM Template

Many organizations become so engrossed in managing customers that they overlook the importance of client relationship management. But this is where the Notion Partnerships CRM Template steps in.

This template helps you manage interactions with your business’s external stakeholders, from partners to vendors and even investors.

🌟 Why you’ll like it:

• Log and schedule conversations to stay on top of client management
• Segment partners by region, industry, or collaboration type
• Use date fields to track renewals, check-ins, and performance reviews
• Centralize and organize important details, such as partner contact information, category, and Annual Recurring Revenue (ARR)

6. Real Estate CRM Template by Osesenaga Okieimen

The Real Estate CRM Template by Osesenaga Okieimen is specifically designed for individuals and businesses engaged in property dealing. It allows you to unify all your client data in one place, including their type, preferences, and shortlisted properties.

Include information about sellers and sort deals into categories like ‘open’ and ‘closed.’ This helps keep you updated and enables you to reach out to potential clients to close deals as early as possible.

🌟 Why you’ll like it:

• Customize fields for property type, location, price range, and status
• Embed property images or listing links for visual browsing
• Connect tasks like site visits or paperwork deadlines to each client record

7. Client Inquiry Form Template by TingDesign

Seeking a template that helps you manage client inquiries without clutter? The Client Inquiry Form Template by TingDesign boasts a simple design to streamline the entire customer inquiry process, from gathering to tracking and managing them.

Additionally, you can alter layouts, customize fields, and share the form with just a link. This way, you quickly address customer inquiries to increase satisfaction and boost your company’s CRM efforts. 

🌟 Why you’ll like it:

• Assign team members to follow up on new inquiries promptly
• Track response times and client satisfaction to improve workflows
• Use a table or board view to monitor form submissions and progress

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8. Notion Influencer CRM Template

The Notion Influencer CRM Template enables you to centralize information about each influencer your company collaborates with. This includes details like their name, channel, country, commercials, and deliverables.

Consequently, this helps you manage influencer relations and enables you to track the progress of every campaign. 

🌟 Why you’ll like it:

• Link campaign pages to each influencer to centralize collaboration
• Add performance metrics like reach, CTR, and ROI to measure impact
• Collaborate with your marketing team by assigning owners to each influencer

9. Agency Dashboard Template by Jake Pretty

As the name suggests, the Agency Dashboard Template by Jake Pretty is a CRM resource particularly tailored to cater to the needs of an agency-style business. You can use it to track every client interaction and deal progress, simplifying your agency’s overall CRM efforts.

🌟 Why you’ll like it:

• Customize project cards with budget, scope, and phase info
• Organize tasks by team or service line using filtered views
• Embed performance reports and dashboards for each client engagement
• Centralize the details of your projects, partners, tasks, and processes

10. Simple Invoice Manager Template by Jo Lodge

Simple, efficient, and easy to use, the Simple Invoice Manager Template by Jo Lodge functions as a central hub for all your invoices. It allows you to view, organize, and manage all your invoices—paid and pending.

This helps keep track of your finances and sends timely reminders to ensure every invoice gets paid.

🌟 Why you’ll like it:

• Track invoices by client, due date, status, and amount
• Link invoices to relevant projects or client databases
• Add payment method and transaction details for quick accounting

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Notion Limitations

Although Notion offers a wide range of versatile CRM templates, they fall short in several crucial aspects that reduce their effectiveness. Here are some of them:

• Learning curve: Most Notion templates feature a simple layout. Despite this, customizing them for advanced CRM needs is a challenging task. This adds to their complexity and makes them unfit for teams with limited technical proficiency 
• No real-time collaboration: An efficient CRM requires seamless coordination between different departments, such as sales and marketing. However, Notion’s CRM templates don’t offer real-time collaboration features, making it difficult for teams to work together and drive results
• Limited visualization features: One of the most significant drawbacks of Notion’s CRM templates is that they don’t support advanced visualization features, like charts and graphs. This renders their CRM dashboard less engaging and intuitive to use
• Performance issues: Notion, as a platform, tends to crash and slow down as your workspace grows. This causes it to be unfavorable for scaling teams as they can’t use multiple templates at the same time

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Alternative Notion Templates

Notion’s CRM templates are good. However, they aren’t effective for teams with advanced needs. But don’t worry—where Notion falls short, ClickUp steps up.

The everything app for work, ClickUp, is equipped with all the tools and templates you need to streamline your customer relationships effectively. So, whether you want to centralize your customer data or monitor your sales pipeline, you can do it all.

Check out these templates by ClickUp and power up your CRM today:

1. ClickUp CRM Template

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If you’re looking for an integrated CRM template that can help your team provide better customer service, go for the ClickUp CRM Template. This easy-to-use and beginner-friendly template enables you to track sales and monitor customer satisfaction, allowing you to assess the effectiveness of your CRM strategies and make adjustments as needed.

Additionally, it guides you in lead management. It provides information on a lead’s status—open, engaged, or attempted to engage—enabling you to prioritize follow-ups and efficiently utilize any available sales opportunities. 

🌟 Why you’ll love it:

• Centralize all CRM activity into a structured and scalable system
• Visualize deals across multiple stages and forecast revenue
• Customize views for account executives, SDRs, and sales ops
• Integrate with email and calendar tools to sync communication logs

2. ClickUp Simple CRM Template

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For users who prefer clean, uncluttered tools, the ClickUp Simple CRM Template is built to focus on client relationships. It strips away the fluff while offering smart fields, Kanban pipelines, and contact tagging.

The template organizes customer contact data, tracks sales progress, and analyzes customer trends and feedback to give you detailed insights into your CRM framework. Moreover, you can customize its fields to make them relevant for partners, vendors, and investors as well. 

🌟 Why you’ll love it:

• Keep interaction logs and relationship notes updated easily
• Create filtered views for client onboarding or cold leads by stage, type, or region
• Simplify contact tracking by grouping tasks as individual clients
• Use Custom Fields to add essential details like phone number and deal size

3. ClickUp Commission Tracking Template

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When incentives drive performance, tracking commissions accurately becomes essential. The ClickUp Commission Tracking Template offers a comprehensive system for tracking sales, applying commission rates, and calculating earnings per representative.

With embedded formulas, user-level dashboards, and reporting views, it ensures that everyone knows where they stand, eliminating the need to manage separate spreadsheets or disconnected Notion documents. This helps track and calculate commissions for each team member, allowing you to set goals accordingly.

🌟 Why you’ll love it:

• Calculate commissions using formula fields within tasks
• Log sales transactions and apply tiered commission structures
• Track payouts and statuses like Pending, Approved, or Paid
• Automate commission calculation updates as deal statuses change

4. ClickUp Sales Pipeline Template

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An optimized sales pipeline enables you to identify sales opportunities early on, eliminate inefficiencies from your customer journey, and deliver a more seamless sales experience for your customers. The ClickUp Sales Pipeline Template does exactly this.

It’s a document that connects the two ends of your sales funnel, allowing you to visualize it easily in a single view. Reps can manage their pipelines, while managers get a macro view of team performance. 

Furthermore, you can organize customer data and prioritize leads to focus on the most likely buyers, using your time and resources efficiently. This, in turn, helps improve conversion rates.

🌟 Why you’ll love it:

• Organize leads using a Board view with stages like Prospect, Demo, Proposal, Closed
• Combine drag-and-drop deal boards, integrated call logs, and visual reporting into one cohesive tool
• Customize fields for deal size, contact info, and estimated close date
• Filter deals by priority, industry, or lead source for targeted action

5. ClickUp Sales CRM Template

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Built for end-to-end sales cycle management, the ClickUp Sales CRM Template provides robust data handling without compromising usability. From initial outreach to post-sale follow-up, all activities are logged, linked, and trackable.

It provides a variety of sales data that offers insights into CRM processes, enabling you to reassess and improve them for better results. With ready-made views for lead scoring, sales call scheduling, and performance tracking, it’s a serious upgrade over patchwork Notion CRM workflows.

🌟 Why you’ll love it:

• Monitor sales performance, view customer interactions, and identify prospects to reap every opportunity
• Track follow-ups and meeting notes using subtasks or comments
• Automate reminders for subsequent actions or deal stage transitions
• Make better, data-driven decisions with real-time analytics

6. ClickUp Sales Report Template

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Do you feel that something is off with your sales strategy, but you’re not sure exactly what? If so, the ClickUp Sales Report Template is the resource you need in your CRM toolkit! This easy-to-use template utilizes key performance indicators (KPIs) such as win rate, churn rate, and Customer Acquisition Cost (CAC) to provide you with detailed insights into your sales progress and performance.

Additionally, it enables you to visualize trends, detect opportunities, and analyze customer behavior, ultimately allowing you to close more deals by optimizing your client management strategy.

🌟 Why you’ll love it:

• Filter data by time period, sales rep, or lead source for specific insights
• Measure conversion rates and cycle length by lead source
• Create recurring tasks for monthly report reviews and updates
• Track conversion rates and weekly, monthly, or quarterly sales performances using formula fields

7. ClickUp Sales Tracker Template

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The ClickUp Sales Tracker Template offers a quick and intuitive way to log calls, meetings, demos, and email outreach. Designed for teams and businesses that want to enhance their sales efforts, it is especially helpful for maintaining daily consistency and identifying patterns in prospecting.

This free template provides you with all the necessary tools you need to understand and improve your sales approach. That’s not all—it lets you track individual and team performance in real-time, identify areas where sales effort gave desired results, and make data-driven decisions to simplify your pipeline. 

🌟 Why you’ll love it:

• Use checklists and recurring task templates to monitor individual and team productivity over time
• Add Custom Fields for lead status, value, product type, and sales stage
• Track task updates to monitor sales progress and follow-ups
• Filter and sort deals by priority or close probability

8. ClickUp Sales Calls Template

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Want to bring structure to how your team handles sales calls? Use the ClickUp Sales Calls Template. This template helps you record the outcome of every call, including who it was with and the next steps, so nothing slips through the cracks.

Whether it’s a discovery call, follow-up, or negotiation, everything is documented in one place. Over time, it gives you clarity on how your team is progressing through the sales funnel and where conversations tend to stall.

🌟 Why you’ll love it:

• Add structured fields for objections, next steps, and outcome
• Schedule and track sales calls as tasks with call times and client details
• Record notes directly in the task description or in ClickUp Docs
• Assign calls to reps and use checklists for prep steps or follow-ups

9. ClickUp Sales Process Template

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A clearly defined sales process helps boost team productivity, shorten sales cycles, and reduce guesswork. The ClickUp Sales Process Template outlines each phase of your sales funnel, from lead capture to onboarding.

With this framework, you can identify gaps, track team performance, and ensure every sales opportunity is handled with intention. Moreover, it combines workflow diagrams, SOPs, and real task assignments to guide reps through best practices, offering far more than generic CRM outlines in Notion.

🌟 Why you’ll love it:

• Document SOPs and templates for email or proposal steps
• Track how well the team follows the standardized process
• Map out each step in your sales process as a task or checklist
• Assign responsibilities to sales team members for each phase

10. ClickUp Sales Pipeline Management

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For teams looking to streamline their end-to-end sales process, the ClickUp Sales Pipeline Management Template offers a customizable workflow to track every deal from prospect to close. This template helps you visualize your sales funnel, manage contacts, and monitor deal progress.. Easily adapt stages, fields, and views to fit your unique sales cycle and reporting needs.

🌟 Why you’ll love it:

• Visualize your entire sales pipeline with drag-and-drop stages
• Track deal values, close dates, and next steps using Custom Fields
• Assign tasks and set reminders to keep your team on target
• Generate reports to analyze win rates and identify bottlenecks

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Upgrade Your CRM Processes with ClickUp’s CRM Templates

Notion CRM templates provide flexibility and customization for managing contacts, tracking leads, and organizing sales pipelines, making them a solid choice for individuals and small teams. 

However, as your business operations grow and your needs become more complex, relying solely on Notion can lead to limitations in automation, reporting, and team collaboration.

That’s where ClickUp, the everything app for work, comes in. Designed to unify all your work in one place, ClickUp combines project management, document storage, communication, and CRM capabilities.

 Thanks to ClickUp templates’ advanced automation, detailed analytics, and seamless collaboration tools, you can streamline and scale your CRM processes.

Hurry up! Explore ClickUp’s free CRM templates now—sign up here for free!

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