FreeBasic Sales CRM
A visual sales pipeline with confidence-weighted expected revenue, stale-deal warnings, close-date grouping, and a place to attach contracts or invoice documents.
Work & business
Sales Notion templates
Organize opportunities, follow-ups, and sales work in Notion. Explore templates that help you see the next conversation and the health of your pipeline.
Showing 1–16 of 16 templates
A little structure goes a long way.Free
Free
FreeCommission Tracker
A real estate commission tracker with adjustable rates, broker splits, annual targets, and earnings charts.
FreeCompetitor Battlecards
A sales battlecard structure for comparing competitors and clarifying positioning in a customer conversation.
FreeCompetitor comparison
A visual competitor comparison page for organizing product differences, use cases, and sales explanations.
FreeContact List (Personal CRM)
A personal CRM for remembering people and the context around them.
FreeCustomer Interview Tracker
Keep customer interviews connected to the questions you are investigating.
FreeDiscovery Call Notes
A discovery-call record for client goals, current problems, constraints, fit decisions, and a concrete dated next step.
FreeFranchisee Operations Location Dashboard
A monthly franchise reporting dashboard comparing location revenue, targets, compliance scores, and regional results.
Free
FreePlacement & Commission Tracker
A recruitment placement tracker connecting candidate placements, client roles, commission totals, and payment status.
PaidSales CRM OS - B2B Pipeline & Commission Tracker
A B2B sales workspace linking company and contact roles to deal qualification, risk flags, prospecting cadence, quotas, and commission calculations with accelerator terms.
PaidSales Hub: Pipeline, Outreach & Proposal Tracker
A paid service-sales workspace connecting leads, accounts, outreach conversations, qualified opportunities, proposals, and commercial decision records before delivery handoff or a close-loss review.
FreeSales Pipeline: Lead to Signed
A service-sales pipeline with eight stages, buyer-based exit rules, deal-health checks, and discovery records intended to keep progress tied to confirmed movement in the opportunity.
FreeSales Tracker & Revenue Analytics
A sales database with channel records, monthly relationships, and charts for reviewing revenue patterns.
PaidSpeaking Pitch Tracker w Feedback Form
A paid speaking-opportunity tracker organizing pitches, responses, client contacts, proposals, presentation materials, follow-up tasks, and event countdowns.
A closer look at the collection
Which template fits your work?
Compare the purpose and included features before choosing a workspace.
Client Follow-Up Tracker
Independent professionals and small sales teams.
- Organize client follow-ups
- Keep conversation context
- Review active relationships
Basic Sales CRM
Sales representatives and small teams comparing active opportunities with a simple forecast.
- Discovery-to-Done pipeline
- Confidence-based expected-revenue calculation
- Seven-day stale warnings, close-date view, and document attachments
Commission Tracker
Real estate agents reviewing transaction commissions and progress toward targets.
- Transaction records
- Commission percentage and broker-split formulas
- Gross and net commission goals with visual progress charts
Choose something that fits
How to compare sales templates
A sales tracker earns its place when it makes the next follow-up obvious. Check whether deals connect to contacts and companies, and whether your stages match your actual process. Decide how you will update values and close dates. A compact pipeline that gets maintained is more useful than a detailed forecast nobody trusts.
A few things to look for
A next action for each deal
Connected contacts
Stages that fit your process
About the directoryPut it into practice
Make the next follow-up visible for each opportunity
Keep the customer context, stage, agreed next step, and responsible person close to the deal. Define stages according to what has actually happened rather than optimism. Date forecast assumptions and review older opportunities so a large pipeline does not hide conversations that need action.
Before you chooseQuestions about
Questions about
this collection
What should a simple sales tracker include?+
A contact or company, a clearly defined stage, a next action, and an owner. Values and expected dates are useful when their meaning is consistent and someone keeps them current.
Are there free templates in the sales collection?+
Yes. This collection currently includes 13 listings with a confirmed free creator offer, alongside 3 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.