Simple CRM

A simple Notion CRM designed to help you manage your contacts, leads, companies, meetings, projects, and tasks without the clutter of complicated CRM software.

Keep your client relationships organized, know what needs your attention, and manage your work from one clean and connected workspace.

What's Inside

Contacts - Keep your leads, prospects, and clients organized with contact information, status, company, last contacted date, meetings, projects, pricing, and more.

Lead Pipeline - See where every relationship stands and move contacts through your workflow from Prospect → Lead → Discovery Call → Strategy Call → Client.

Companies - Organize company information and connect businesses with the people you work with.

Meetings - Keep meeting details connected to your contacts, including dates, meeting links, passcodes, recordings, and meeting history.

Projects - Connect projects to clients, organize related tasks, track deadlines, and see progress without jumping between different systems.

Tasks - See what needs to be done today, what is coming up, and what you've completed. Track time spent on your work with built-in start and end logging.

Calendar - Keep important dates, meetings, projects, and tasks visible from one calendar view.

Connected Workspace - Your contacts, companies, meetings, projects, and tasks are linked together so the information you need is always close by.

Perfect For

- Freelancers

- Consultants

- Designers

- Developers

- Creators

- Agencies

- Coaches

- Small business owners

- Service-based businesses

Why Simple CRM?

You don't need a complicated CRM to stay organized.

Simple CRM gives you the essential tools to manage relationships and work in one flexible Notion workspace - without unnecessary dashboards, confusing setup, or overwhelming features.