CRM Client Tracker – Simple Notion CRM Template

The CRM Client Tracker is a simple and powerful Notion CRM template, serving as your perfect Notion-powered workspace to manage clients without feeling overwhelmed.

This template includes 6 essential sections to run your freelance or small business workflow:

Features You’ll Get:

✅ Deals Pipeline
Visual Kanban-style board to track each client through stages: Lead, Contacted, Proposal Sent, Negotiation

✅ Important Clients
Flag VIP clients and access their details quickly

✅ Client Database
Complete client directory with email, phone, deal stage, value, and follow-up schedule

✅ Company Tracker
Monitor client companies with industry, size, status (Lead, Customer, Prospect)

✅ Follow-Up Calendar
Never miss a deadline — view all upcoming follow-ups in a clean calendar view

✅ Meeting Notes
Track meeting topics, status, duration, attendees, and action steps

This template is clean, ready to use, and easy to customize for your workflow.

Who it's for:

• Freelancers
• Solopreneurs
• Creators
• Consultants
• Coaches
• Small service-based businesses