Simple CRM

The Simple CRM Template is a user-friendly tool designed to help freelancers and small businesses efficiently manage customer relationships. It offers an all-in-one solution for tracking sales leads, organizing client information, and managing tasks, ensuring seamless communication and follow-ups. With features like lead tracking (cold, warm, hot), client segmentation, and a customizable client dashboard, this template keeps your customer interactions organized and easily accessible—even on the go through Notion’s mobile app.

While it’s lightweight and straightforward, the template integrates with email tools like Gmail and Outlook for added convenience and supports third-party integrations like Zapier for enhanced functionality. Ideal for those needing an easy-to-use CRM without the complexity of advanced analytics or automation, this template provides a flexible foundation for managing relationships and boosting productivity.