7 Best Notion CRM Templates (2024)

Navigating the realm of customer relationship management (CRM) can be a daunting task, especially when searching for a tool that matches your business's unique needs. Notion, a powerful and flexible tool, offers an impressive array of CRM templates that can transform your business's customer management and sales tracking processes. But, with so many templates available, where do you start?

Each CRM template in this list will be reviewed based on an overview of its features, its pros and cons, and suggested use cases. Whether you are a freelancer, startup, or established business, there's a Notion CRM template for you. Let's delve into the list:

1. Notion CRM 2.0: Landmark Labs

Overview: This sophisticated CRM by Landmark Labs provides you with a comprehensive system to manage your customer relationships. It goes beyond the basic CRM functions to provide project management, team collaboration, and goal tracking.

Pros:

  • Comprehensive feature set
  • Integrated project management and goal tracking
  • Highly customizable

Cons:

  • May have a steep learning curve for beginners
  • Can feel too robust for smaller businesses

Use Cases: Ideal for larger organizations and startups that need a robust CRM with integrated project management and team collaboration.

2. aNotioneer Advanced CRM for Businesses

Overview: aNotioneer's Advanced CRM is designed for businesses that need a powerful yet user-friendly CRM system. It includes customer profiling, sales pipeline management, and follow-up reminders.

Pros:

  • Easy to use
  • Features for customer profiling and follow-up reminders

Cons:

  • Not as feature-rich as some other options
  • Limited customization options

Use Cases: Best suited for small businesses and self-employed professionals who want a simple, effective CRM.

3. Super Notion Pro CRM for Creatives

Overview: This creative-friendly CRM is perfect for individuals and teams working in the creative industry. It features project management, client management, and portfolio tracking.

Pros:

  • Designed for creatives
  • Includes project and portfolio management

Cons:

  • May not suit non-creative industries
  • Lacks advanced reporting capabilities

Use Cases: Ideal for creative professionals, agencies, and freelancers looking to manage clients and projects.

4. Sales CRM: Notion Gallery

Overview: The Notion Gallery's Sales CRM is a streamlined solution for sales-focused businesses. It offers efficient deal tracking, contact management, and sales analytics.

Pros:

  • Sales-focused features
  • Simple interface

Cons:

  • Fewer customization options
  • May lack features for non-sales-focused users

Use Cases: Perfect for sales teams and businesses focused on sales analytics and efficiency.

5. CRM Tracker: Easlo

Overview: Easlo's CRM Tracker is an intuitive and minimalist CRM tool, perfect for those who need a straightforward, no-frills system to manage their contacts.

Pros:

  • Minimalist and easy to use
  • Good for contact management

Cons:

  • Less comprehensive than other options
  • Limited additional features

Use Cases: Great for startups and small businesses that need a simple, easy-to-navigate CRM.

6. SalesMate: Tomas Vysny

Overview: SalesMate by Tomas Vysny is an excellent choice for businesses that are looking for a sales-focused CRM with detailed tracking and forecasting features.

Pros:

  • Sales forecasting tools
  • Detailed tracking features

Cons:

  • May be more complex than some businesses need
  • Interface may not be as user-friendly

Use Cases: Suited for businesses focused on sales forecasting and detailed performance tracking.

7. Landmark OS: Pipeline Section (by Landmark Labs)

Overview: The Pipeline Section of Landmark OS is a comprehensive CRM system within a broader business management platform. It provides deep insights into your sales pipeline alongside powerful CRM capabilities.

Pros:

  • Provides deep insights into sales pipeline
  • Part of a broader business management platform

Cons:

  • Can be overwhelming if you only need a standalone CRM
  • May be complex for smaller teams

Use Cases: Best for businesses that want an integrated system for managing all aspects of their business, not just customer relationships.

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Gerrard + Bizway AI Assistant

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💡 What is a Notion OS? Notion OS templates are ready-made workspaces that have been designed for specific business types. You can always customize your Notion OS further with individual components--but your OS should serve as your base hub, with the fundamental structure you need to run a business in Notion.