Ultimate CRM Template
Stop losing leads in a spreadsheet graveyard.
A complete customer relationship management system built in Notion. Designed for startups with a real sales pipeline — contacts who need to be tracked, deals that need to move, and follow-ups that cannot be forgotten. This replaces the three-tab Excel file your team has been using as a CRM.
Who this is for
Founders and sales leads at B2B startups with an active pipeline.
What is included
- Contact and lead database with custom properties
- Pipeline kanban with deal stages and deal value
- Follow-up task tracker linked to contacts
- Deal status dashboard — won, lost, and in-progress at a glance
- Company and person linking (B2B-ready)
- Setup guide with walkthrough inside the template