Business & CRM
Notion CRM and business templates
A Notion CRM works best when it sits next to the rest of your client work: campaigns, content calendars, assets and reports in one workspace instead of five tools.
The Marketing Agency Framework runs that client work for agencies: client portals, campaign planning, an asset library and standard reporting. It is not a CRM. A Simple CRM for Notion (contacts, pipeline, follow-ups) and a one-person Marketing Solo Framework are coming soon. Pay once, duplicate the template into your own Notion, and keep every future update.
3templates · 1 available, 2 coming soon
Coming soon
2 templates coming soon.
Marketing Solo Framework
- Topic
- Business
- Includes
- Campaign planner · Content engine · Client & project hub · Asset library · KPI tracking
- Best for
- Solo marketers, freelancers and founders
Simple CRM for Notion
- Topic
- Business
- Includes
- Contacts · Pipeline board · Interactions log · Follow-ups view · Weighted forecast · Demo data
- Best for
- Freelancers, agencies and creators who sell
Questions
Can Notion work as a CRM?
Yes, for freelancers and small teams. A Notion CRM is a set of linked databases: contacts, deals on a pipeline board and a log of interactions. You lose automated email sequences, but you keep clients, projects and notes in the same workspace.
What is inside the Marketing Agency Framework?
Client portals, campaign planning, an asset library and standardized reporting. It runs an agency's client work; it is not a CRM and has no sales pipeline. For contacts and deals, the Simple CRM for Notion is coming soon.
When will the Simple CRM for Notion be available?
It is coming soon. Leave your email in the newsletter form and we will tell you when it goes on sale, or buy the whole shelf and get it automatically.
How do I get the template after paying?
You get an email with a Notion link straight after checkout, and the same link is on your order page. Open it and press Duplicate: the template is copied into your workspace.