Contracts report data: missing ownership and relations, total contacts count.

Notion CRM for FREE

This CRM consists of just six core building blocks: Leads, Contacts, Accounts, Deals, Activities, Team, plus Stats for reporting.

Look at the rest of this page to get a brief introduction about each of them. 

If you’d like to try this CRM in your workspace, you can duplicate the full system by clicking the button below.

Get This template

Notion CRM Free template – Example pages

Click on the image to open it in the lightbox carousel so you can see more details

Home page consists of many sections with buttons, text, and views: header, quick links quick add buttons, sales pipeline, deals views, leads views, etc.
Deal Proposal page template: Desired outcome, Our Processes, Our Proposition, Our Results, Lead's Next Steps (Sign Contract, Book Follow-up call, Decline Proposal)
Active Deals board view labeled with warning "No activity last 7 days!"
Team performance indicators in gallery view.

Free CRM Notion template – Main page

Hover over pulsing icons to see additional info about different sections on the main page.

Second Brain for Notion template

Sales Pipeline section

Deals, Leads, Activities, and Team sections container.

Deals section

Container for Deals views.

Active Deals

Active – Deals in the following stages: Qualification, Proposal/Quote, Negotiation, and Contract Sent

Reporting

Statistical data and notifications about the CRM system.

Deals Follow-Up

Deals with Follow-up date.

Free CRM System – Additional Pages & Features

Click on each tab to get further information

Leads

This is where everyone starts. A Lead is anyone who’s shown interest in what you do – maybe they filled out a contact form, met you at a networking event, or were referred by a client.

Notion buttons to create Account or Deal for the individual Contact.

Contacts

Once a Lead is qualified, they become a Contact. This is where relationships happen. Why separate Contacts from Leads? Because one company might have multiple people you’re working with.

Shows CRM accounts board grouped by different statuses: Active, at risk, renewal, and inactive.

Accounts

An Account represents the company or organization you’re working with. Think of the Account as the container. Contacts are the people inside it, and Deals are the projects you’re working on with them. Good practice: Don’t create duplicate Accounts. Search first, then add.

Showing Active Deals board view grouped by stage: Qualification, Proposal/Quote, Negotiation, Contract Sent, etc.

Deals

This is where the magic happens – or doesn’t, if you’re not tracking it properly. The Deals Database is your sales pipeline visualized for potential or ongoing sales. Deals track money in motion – everything you’re working to win or lose. Pro tip: Name deals “Account — Outcome,” e.g., “Acme — System OS + Onboarding.”

Listing of unfinished activities.

Activities

Every phone call, email, meeting, or note needs to live somewhere. The Activities log them. Activities make sure you never have to ask “What happened last?” or “What’s next?” for any person, company, or deal.

Team performance indicators in gallery view.

Team

Each member of your team has an entry in the Team database. Each team member can have their own dashboard view, showing only their opportunities, making it easy for everyone to stay focused on what matters.

Reporting view

Reports

You won’t live inside this one, but it quietly does a lot of heavy lifting. Stats DB is the engine behind the 🛎️ Notification view on the CRM home, as well as key metrics and rollups you use in dashboards and reports.

Get This Template for Free

By entering your email address you agree to receive emails from Dejan’s Flow Spark World. We’ll respect your privacy and you can unsubscribe or change your subscription profile settings at any time.