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Simple CRM Template

Notion CRM for Freelancers

Simple CRM Template

5.0 — New Listing

Expensive CRM software is overkill for most freelancers. This Notion CRM gives you everything you actually need: contact tracking, deal status, follow-up reminders, and revenue tracking — in a clean, simple interface you'll actually use every day.

$12
Or Buy on Etsy
⚡ Instant download · 🔒 Secure Stripe checkout · 🔄 7-day guarantee

What's Included

Notion CRM template (duplicate-ready link)
Client onboarding checklist (PDF)
Follow-up email templates (PDF)

Key Features

Contact database with status tracking
Lead pipeline (Lead → Proposal → Active → Past)
Follow-up reminder system
Revenue tracking per client
Interaction log
"Follow Up Today" filtered view

Frequently Asked Questions

Do I need a paid Notion plan?

No — works perfectly with Notion's free plan.

How many contacts can I add?

Unlimited. Notion has no row limits on the free plan.

Can I track invoices too?

The template includes a revenue field per client. For full invoice tracking, we recommend pairing it with a free tool like Wave.

Ready to Get Started?

Instant download. Works with Notion's free plan. 7-day money-back guarantee.

Or buy on Etsy →