Minimal CRM
Stop juggling different spreadsheets, email threads, and sticky notes.
This simple Notion CRM template gives professionals and small teams a single place to track client relationships, project details, and important conversations — so you can focus on doing your best work instead of hunting for information.
Everything you need to build stronger client relationships
Track every client interaction in one place
Keep notes from calls, emails, and meetings organized by client. Never scramble to remember what was discussed or promised — your entire relationship history is at your fingertips.
See all active deals at a glance
Connect projects to clients and track status, deadlines, and deliverables. Know exactly what's in progress, what's coming up, and what needs your attention today.
Never miss a follow-up again
Set reminders for check-ins, proposals, and important dates. Build trust by showing up consistently — even when things get busy.
Customize it to fit your workflow
Add your own fields, views, and processes. This template is your starting point — make it work exactly the way you do 💙