The Pro CRM Template
The Pro CRM Template
A Notion CRM built for freelancers and small teams who want to stay on top of their clients without the overwhelm of complicated software.
Everything lives in one place your contacts, companies, deals, and reports all connected and ready to use from day one
what's inside
Client & company database
Deal tracking with weighted revenue forecasting
Health check system to monitor priorities and deadlines
reporting dashboard
Inbox views so nothing slips through