FreeSocial Calendar (Notion template)
Miha’s social calendar for remembering people, birthdays, and time together.
Work & business
CRM & clients Notion templates
Keep contact details, conversations, and client work connected. Find Notion CRM templates for independent work, small teams, and growing relationships.
Showing 19–21 of 21 templates
A little structure goes a long way.Free
FreeThe Inner Circle - Birthday & People Tracker
A personal relationship notebook for birthdays, gift ideas, preferences, and details you want to remember about people.
FreeVideo Editing Agency OS — CRM, Projects & Invoices
A workspace built around video-editing clients and delivery work.
A closer look at the collection
Which template fits your work?
Compare the purpose and included features before choosing a workspace.
Client Portal
Independent professionals sharing project context with a client.
- Share project information
- Keep client context together
- Organize tasks and feedback
Contact List (Personal CRM)
People who want a more useful contact list.
- Organize contacts
- Keep relationship context
- Plan thoughtful follow-ups
Notion CRM
Independent businesses keeping track of relationships.
- Organize a sales pipeline
- Keep lead and client records
- Record company context
Choose something that fits
How to compare crm & clients templates
Think about what you need to remember before the next conversation. A useful CRM keeps recent notes, open work, and the next follow-up close to the contact. Check how duplicates and inactive relationships are handled. If you need automatic email logging, confirm that the creator documents it rather than assuming it is included.
A few things to look for
Contact and company records
Conversation history
Follow-up dates
About the directoryPut it into practice
Keep relationship context with the next conversation
Begin with active contacts and record the last interaction, open work, and next agreed action. Distinguish a person, their company, and a deal or project when the workflow needs all three. Decide how duplicates and inactive records will be handled before importing a large contact list.
Before you chooseQuestions about
Questions about
this collection
Does a Notion CRM automatically log email and calls?+
A template layout alone does not connect communication services. Some creators describe integrations, but check their requirements and permissions separately. Otherwise, expect to record conversations and follow-ups manually.
Are there free templates in the crm & clients collection?+
Yes. This collection currently includes 16 listings with a confirmed free creator offer, alongside 5 paid or freemium options. Use the Free filter to compare them. A free version can have different features from a creator’s paid upgrade, so check the original listing and current access terms before adding it to your workspace.