{"product_id":"crm-notion-template","title":"CRM Notion Template (Basic)","description":"\u003cp data-pm-slice=\"1 1 []\"\u003eA contact tracker that actually fits how solo operators work. No pipelines, no deal stages, no dashboards you'll never fill in. Just your contacts, your notes from the last conversation, and a \"next follow-up\" date that tells you who to reach out to today. The entire CRM most people need, and nothing they don't.\u003c\/p\u003e\n\u003cp\u003eIf you've ever opened Salesforce and closed it immediately, this is the opposite of that.\u003c\/p\u003e\n\u003ch3\u003e🪺 \u003cstrong\u003eWho it's for\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFreelancers with 10-30 active contacts, not 500\u003c\/li\u003e\n\u003cli\u003eJob seekers tracking recruiters and networking conversations\u003c\/li\u003e\n\u003cli\u003eSolopreneurs who've outgrown a spreadsheet but aren't running a sales team\u003c\/li\u003e\n\u003cli\u003eAnyone whose \"CRM\" is currently a mix of Gmail search and memory\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e🌊 \u003cstrong\u003eWhat it solves\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003cp\u003eMost CRMs are built for sales teams with pipelines and quarterly reports. That's overkill for the solo version of the problem, which is actually small: \u003cem\u003ewho did I talk to, what did we say, and when should I follow up?\u003c\/em\u003e This template answers those three questions and nothing else.\u003c\/p\u003e\n\u003ch3\u003e⚙️ \u003cstrong\u003eWhat's inside\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eContact database with names, emails, phones, company, tags, notes\u003c\/li\u003e\n\u003cli\u003eFilters for \"Follow-up today,\" \"This week,\" and \"Overdue\"\u003c\/li\u003e\n\u003cli\u003eA Next Contact Date field on every record so no one falls through\u003c\/li\u003e\n\u003cli\u003eTimeline and calendar views of upcoming follow-ups\u003c\/li\u003e\n\u003cli\u003eNote field per contact for whatever you want to remember\u003c\/li\u003e\n\u003cli\u003eThat's the whole template. That's the feature. It works.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e🦆 \u003cstrong\u003eA note from me\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003cp\u003eI built this because every CRM I tried asked me to configure a pipeline before it would let me add a contact. I just wanted to write down a name and a follow-up date. So I built the one that does exactly that, and nothing else.\u003c\/p\u003e\n\u003cp\u003eIf you need a sales pipeline, projects linked to clients, or invoice tracking, grab my Premium CRM instead, this one is deliberately simple. Duplicate it, add three contacts, see if the friction's gone.\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0910\/9474\/5463\/files\/screencapture-jorisbaker-notion-site-CRM-Template-282ce5167c894f3fa333db0e54013a8c-2024-06-28-16_15_58.png?v=1741478905\" alt=\"\"\u003e\u003cstrong data-end=\"18758\" data-start=\"18743\"\u003e\u003c\/strong\u003e\u003c\/p\u003e","brand":"DuckTemplates","offers":[{"title":"Default Title","offer_id":55022457520503,"sku":null,"price":6.95,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0910\/9474\/5463\/files\/1_495c6fb2-9a5c-4c35-b959-8f37603832d7.png?v=1780151966","url":"https:\/\/ducktemplates.com\/products\/crm-notion-template","provider":"DuckTemplates","version":"1.0","type":"link"}