TemplatesNotion

Notion Template: Simple Sales CRM & Pipeline

L
Laura Miller
Notion Template Sales CRM.png
Notion Template Sales CRM (3).png
Notion Template Sales CRM (1).png
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Common use: Personal blog, portfolio, hobby projects

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About

This Notion Sales CRM is designed for clarity, speed, and easy adoption by any sales team. It brings your sales pipeline, contacts, and companies into one connected dashboard, so you can manage every opportunity from first interaction to closed deal without juggling multiple tools.

Features include:

  • Customizable Pipeline View
    — Visualize your deals by stage (Lead → Qualified → Pitched → Proposal → Contracting → Closed Won/Lost) with intuitive emoji labels.

  • Linked Contact & Company Databases
    — Keep all relationships organized and automatically connect contacts to the companies they belong to.

  • Quick-Add Forms
    — Add new leads, contacts, or companies instantly with simple forms your reps can fill in without touching the database structure.

  • Flexible & Scalable
    — Adapt the stages, properties, and views to match your team’s unique sales process.

Whether you’re a solo founder tracking a handful of deals or a growing sales team looking to centralize your process without moving to a full CRM just yet, this template gives you an elegant, easy-to-use system to keep opportunities moving forward.

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Product Specs

Download Size
291 KB
Created
Nov 20, 2025
Version Number
1.0

Tags

salescrmcrm-templatenotionstartupnotion-dashboard

Frequently Asked Questions

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Mac: Double click the .zip file, then search for the product folder or product file.