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.
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.
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.
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.
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.
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.
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
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