Best Notion Templates for Small Businesses (Free + Paid)

Last updated: July 17, 2023

As a small business owner, you are constantly juggling multiple tasks, from managing your team to tracking finances and handling customer relationships. It can be overwhelming to keep track of everything, especially as your business grows. That’s where Notion can potentially help.

Notion is a productivity tool that allows you to create custom databases, wikis, and project management systems. With Notion, you can streamline your operations, increase productivity, and stay organized. The best part is, there are many Notion templates available, both free and paid, that can help you get started.

In this blog post, we will explore some of the best Notion templates for small businesses, covering everything from:

• Task management templates
• Customer relationship management (CRM) templates
• Financial management templates
• Marketing activities management templates

Whether you’re a solopreneur or have a small team, these templates can help you stay organized, increase productivity, and ultimately, grow your business.

Task Management Notion Templates

One of the most popular uses for Notion is task management. These templates can help you keep track of tasks, deadlines, and progress. Here are a few options to consider:

Task Management Table (Free)

This free Notion template allows you to create a handy table to organize your tasks with columns for task name, description, due date, priority, and status. You can finally say goodbye to the chaos of sticky notes and random scraps of paper. With the Task Management Table Notion template, you’ll have a clear overview of your to-do list and can easily prioritize tasks like a boss. So, let’s kick procrastination to the curb and conquer your tasks with this awesome template!

Eisenhower Matrix (Free)

The Eisenhower Matrix is a popular productivity tool that helps you prioritize tasks based on their importance and urgency. This free Notion template allows you to easily implement the Eisenhower Matrix in your workflow. You can add tasks to the appropriate quadrant, and then focus on the tasks that are both important and urgent.

Customer Relationship Management (CRM) Notion Templates

Managing customer relationships is essential for any small business, particularly for online course creators or coaches who constantly need to nurture multiple potential customers to eventually close the deal. These Notion templates can help you keep track of customer information, interactions, and follow-ups.

Sales CRM (Free)

This free Notion template provides a simple but effective way to manage your customer relationships. You can keep track of contact information, sales leads, and customer interactions all in one place. With CRM, you can ensure that you are staying on top of potential sales opportunities.

Client Portal (Free)

This free Notion template is great for coaches or freelancers as it allows you to create a dedicated space where your clients can access all the information they need, including project updates, invoices, and documents. You can also set up a contact form for your clients to submit their inquiries, eliminating the need to sift through an overflowing inbox. With the Client Portal template, you can provide exceptional customer service while minimizing the time and effort spent on client communication. This template is perfect for small businesses or freelancers who want to enhance their client experience and save time.

Financial Management Notion Templates

Managing your finances can be a challenge, but these Notion templates can help you keep track of expenses, invoices, and budgets.

Subscription Management (Free)

Do you find it challenging to keep track of your subscriptions and their renewal dates? As a small business, you may have a number of subscriptions including things like social media tools, SEO tools, domain hosting, and more. This list can quickly get out of hand! The Subscription Management template is here to help you streamline your subscription management process so you can avoid unnecessary charges, stay on top of payment deadlines, and take control of your subscription expenses.

P.S. Yes, you can also use this template to manage your personal subscriptions such as Netflix 🙂

Marketing Notion Templates

Managing projects can be a challenge, especially when you have multiple team members involved. These Notion templates can help you keep track of tasks, deadlines, and progress.

Marketing Project Tracker (Free)

The Marketing Project Tracker Notion template is a great solution to streamline your marketing project management process. This free template provides a comprehensive system to manage your marketing campaigns, including project details, task assignments, deadlines, and progress tracking. With its user-friendly interface and easy-to-use features, the Marketing Project Tracker template makes it easy for your team to stay on track and achieve their goals. Whether you’re managing a small business or a large marketing team, this template is an excellent tool to improve productivity, efficiency, and collaboration.

Social Media Planner ($30)

This free template provides a comprehensive system to manage your social media content, including post details, schedule planning, and progress tracking. Whether you’re managing social media for a small business or a large organization, this template is an excellent tool to improve productivity, efficiency, and engagement.

Final Thoughts – Notion Templates for Small Businesses

Notion templates are a powerful tool for small businesses looking to streamline their operations, increase productivity, and stay organized. Whether you need to manage tasks, customer relationships, finances, or projects, there is a Notion template that can help.

If you’re fascinated by these Notion templates and would like to be able to earn money creating these for other individuals or businesses, we recommend reading Payhip’s guide on How to Sell Notion Templates.

Join over 130,000 creators who have successfully created their online businesses with Payhip. Go to Payhip and sign up for a free account today to start selling your Notion templates in less than 5 minutes.