Top 10 CRM Templates for Sales Engineers

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.

The definitive solution for Customer Success Managers. Manage and monitor your portfolio of customers. Ensure everyone understand the value your customer receives, and the quality of each relationships. Quantify how well adopted your solution is, organisational rigour, and the growth opportunities

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.

Simplify your real estate operations with this tailored CRM template. Perfect for managing customer relationships, it helps track sales leads, organize property listings, and store client details in one streamlined system. Segment contacts by interest level, manage follow-ups, and connect buyers to properties effortlessly.

With customizable views, dynamic dashboards, and task management features, this CRM enhances team productivity and customer satisfaction. Access your CRM on the go via mobile, ensuring you’re always prepared, whether in the office or out in the field. Boost your real estate sales efficiency and client management today!

The Sales CRM for Notion provides a comprehensive and customizable way for tracking leads, managing sales pipelines, and reporting results. With the ability to track leads and products, the template empowers sales teams to identify and focus on high-value opportunities, improving overall sales performance. Additionally, the dashboard and team summary pages provide real-time insights and analytics, enabling teams to optimize their processes and drive revenue growth.

Overall, the Sales CRM for Notion helps individuals, teams, and companies by providing a centralized, efficient, and customizable solution for managing their sales processes, leading to better performance and improved revenue growth.

Streamline your sales process with this customizable sales pipeline template. Easily track client interactions and deals, categorizing them by status—In Progress, Won, or Lost. Use the pipeline-style Kanban board to visualize your progress and focus on closing deals efficiently.

Ideal for sales teams and business owners, this template ensures your sales activities are well-organized and accessible. Use it to manage client relationships, prioritize opportunities, and drive your sales goals to completion.

Hotswap is helping companies unlock new clientele. As a fast moving startup, they use Notion as their customer relationship management tool. As part of our webinar series, we had Notion expert live-critique Hotswap's CRM and improve it on the fly. Use their template to streamline your customer pipeline and simplify sales.