CRM templates

Streamline your customer relationships with Notion's CRM templates. Perfectly designed for lead tracking to deal closure, customize your sales pipeline management to meet your unique business needs. Enhance your sales strategy and close more deals with an organized, efficient CRM system.

717 Templates
A template preview for Customer Relationship Management
A template preview for Mini CRM - Sales CRM & Pipeline
A template preview for CRM Dashboard
A template preview for Partnerships CRM
A template preview for TeamCAJ Tracking
A template preview for OptiOpp CRM
A template preview for Teaching Business
A template preview for Volunteer Work Tracker
A template preview for CRM
A template preview for Coaching Business Planner Dash
A template preview for CompanyOS
A template preview for The Wedding Photography Workflow (CRM)
A template preview for Freelance CRM
A template preview for Mini Sales CRM
A template preview for Investment Research Management System
A template preview for Customer Feedback Survey
A template preview for Relationship Manager
A template preview for Ultimate Agent Hub
A template preview for Business Planner 2.0 for Entrepreneurs
A template preview for Lead Generation
A template preview for Beauty Salon Appointments
A template preview for Grant Renewal Assessment
A template preview for the coaching Client Tracker
A template preview for 📻 Prospects Dashboard

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Still have more questions?
Learn more in our help center.

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