Best CRM Templates for Sales Associates

Your sales funnel doesn't have to feel like heavy SaaS software. Notion gives you a clean canvas to define only the fields you need to track leads. And each record is its own Notion page, where you can keep notes on every touchpoint. This template gets you started with the basics.

Just a Notion lover Guy using it in my professional work fields and tryna Give Irresistible VALUE to the Like-minded. (Read Below):


If you fall under these or just casual notion Lover

---Solopreneur just starting

---Freelancer, Service Based

---Small Business MGT

---Consultant

---Student, Side Hustle


And Have work related to

Business Management

CRM , Meetings and Clients Relationships

Lead Gen

Content Creation

Tracking Incomes and Expenses


And Have pain points:

Can't find a all-in-one place for all my business works.

I need a bird view perspective to my whole business operations.

I am too messy in professional field, boss hates that, need solution.

I hate Traffic and long ours of commute.

I need location freedom.

Covid might again come,
need to stay home and manage my business and clients

Air pollution outside

Loves Earth but hates too many buildings and wants to go remote.


If you fall under anyone of these then,


I urge you to get the CRM(it's Free) or Classic Version (15 Bucks) at least and Try it out.

Trust me 15 bucks is worth the price for a new thing that'll help or you'll learn at least (Being Professional).

All Constructive criticisms are welcomed, it'll help me to upgrade it in future.

It organizes all the sales collateral at one place. It helps in tracking your sales pipeline and progression. It also helps in decluttering your workspace.

The foundation of your Notion workspace for years to come. Take your business operations to the next level by managing sales, customer support, billing, analytics, and more all within a template carefully constructed by a certified CRM software expert.

This template offers a structured solution for managing contacts and leads, enhancing sales strategies, and providing clear account management and lead tracking.

It will lead individuals and teams to more organized follow-ups and increased sales opportunities.

It's simple and clean for easy customization.

Streamline your real estate workflow with this comprehensive workspace designed to make it easy to track appointments and tasks, manage leads, clients and properties, and track follow-ups, as well as organize documents, financials and marketing strategies. Keep everything in one place, simplify and optimize time management.

This is a simple CRM for startup I made when I wasn’t able to find anything good online. I was looking for something dead-simple where I could upload recorded calls and filter by timeline so that the engineering team can see when the next demo or proof-of-concept kick-off is, and build the relevant features accordingly. This CRM is best if you’re very early and have a quick iteration process where sales tests hypotheses on discovery calls and engineering builds MVPs based on customers’ needs.

Elevate your relationship management with our CRM template, designed to simplify tracking interactions, optimizing communications, and nurturing connections. Streamline your workflow, centralize vital information, and enhance collaboration, all within a seamless and intuitive interface. Unleash the power of organized and efficient relationship management with this versatile CRM template.

Discover the ultimate CRM template that revolutionises the way you manage customer relationships.

This feature-rich template empowers you to effortlessly organise customer contacts and track interactions, all within a highly customisable template.

Our CRM template can becomes your go-to tool for nurturing leads, and fostering lasting customer connections.

Sales OS will help you manage your contacts, orders, products, and more in the same system. Track your sales revenue on a weekly basis, manage your documentation process, and lear how to integrate this system with the most used sales tools.