Notion CRM: Replace Spreadsheets and Expensive Tools

Introduction

Running a business requires clarity on clients, projects, and payments. Yet most entrepreneurs still manage their client data in messy spreadsheets or overpriced CRM software.

Notion offers a smarter solution. With a customizable Notion CRM, you centralize every client interaction, streamline your workflow, link your clients to your invoices, projects and products, and eliminate the chaos of scattered tools.

Why Spreadsheets Fail

Spreadsheets capture data, but they do not manage relationships. A spreadsheet becomes harder to maintain as client numbers grow.

Duplicates appear, communication history gets lost, and deadlines slip through the cracks. Time gets wasted formatting instead of selling.

Why Traditional CRMs Cost Too Much

Standard CRMs charge per seat and lock features behind expensive tiers. Small businesses pay hundreds every month for tools bloated with features they never use.

Even worse, these platforms feel rigid, forcing your process to fit their structure instead of adapting to your business.

The Notion Advantage

Notion changes the game by giving you a flexible, all-in-one workspace. A Notion CRM costs nothing extra, adapts to your process, and integrates with your projects and finances. You track client details, communication, proposals, and invoices all in one dashboard.

Step-by-Step Setup

1. Create a database and name it
Clients.

2. Add properties: Client Name,

Email, Phone, Service Type,

Status, Last Contact Date.

3. Create a Projects database and

connect it to Clients using a

relation.

4. Add a formula for Deal Stage so

you can see progress at a glance.

5. Build a dashboard that shows

active deals, proposals sent, and

upcoming follow-ups.

Use Cases

  • A freelancer tracks outreach, contracts, and payments in one place.

  • An agency manages multiple clients, ongoing projects, and invoices.

  • A coach organizes client sessions, notes, and progress logs.

Click Here Now To Download Your Free One-Page Planner.

Contact us today: We also help you build your custom business OS/wiki without overwhelm.

Ready to scale your business with clarity?

Click Here Now to Explore my Notion Planner Store.

Hey There…

You are tired of juggling too many tools, missing deadlines, and working harder without seeing results, you’re not broken.


You just need a system that works for you.

I’d love to help you build it.

Subscribe Below 💛

— Maggie

Founder, The Productivity Wiz

Download Your Free One-Page Business Planner for Notion

Our Mission is to empower entrepreneurs

and small business owners to transform chaos into clarity and peace through simple, powerful Notion systems.

Connect with us

Newsletter

Subscribe today for more Notion tips

Created with © systeme.io