Notion Premium CRM Template

Complete small-business command center, in Notion. Client database, Kanban sales pipeline, linked projects, meeting calendar, task system, invoice tracker. All relational, all on one dashboard, all one-time purchase. This is the CRM for when your business has real stages: lead → prospect → proposal sent → won → project → invoice → paid. Every step lives here, every client page shows the full history, nothing gets lost between tools.

Built for people running a business, not just tracking contacts.

🪺 Who it's for

• Freelancers and consultants juggling multiple active clients and deals
• Small agencies and service businesses ready to stop paying monthly CRM fees
• Anyone whose pipeline has more than one stage and deserves to be visible
• Operators who want a CRM that also handles projects and invoices in one place

🌊 What it solves

When your business grows past a contact list, you hit a real wall. Sales conversations, active projects, meeting notes, and invoices all relate to the same client, but they live in five different tools. You pay monthly for a CRM, monthly for project management, monthly for invoicing, and still spend an hour a week reconciling them. This template collapses all of it into one relational workspace you own for life.

⚙️ What's inside

• Client database with full history: contacts, notes, documents, relationship stage
• Kanban sales pipeline with customizable stages (Prospecting → Won)
• Projects database linked to clients, with tasks, deadlines, and deliverables
• Meetings section with calendar view and agenda notes, tied to clients and projects
• Task system with Today/This Week views on the main dashboard
• Invoice tracker with amounts, dates sent, and payment status
• Sales Won log for monthly revenue tracking
• One-time purchase, lifetime access, no per-user fees if you collaborate

🦆 A note from me

I got tired of paying €29/month for a CRM that did 40% of what I needed and nothing else it touched. So I built this. It replaced three subscriptions and a spreadsheet. If you're running a real business with real clients, this is the version to buy.

If you're tracking fewer than ten contacts and just need a follow-up system, my Basic CRM is a better fit and costs less. Duplicate this one, wire up your pipeline, and stop paying rent on your own data.