Description
Your relationships are your revenue. Simple CRM is a lightweight Notion template that tracks every prospect from first hello to happy client — without the bloat (or price tag) of big CRM software.
What’s inside:
– Pipeline database — name, stage, type, company, email, phone, deal value, source, notes
– Six pipeline stages — New Lead, Contacted, Proposal Sent, Negotiating, Client, Archived
– Three views — board (drag cards through stages), table (sort by follow-up date), follow-up calendar (see what’s due)
– Follow-up rhythm guide — when to follow up at every stage
– Built-in how-to — set up in minutes
How it works: after checkout you’ll receive a PDF with your private duplicate link. Click it, hit Duplicate, and the CRM copies into your Notion workspace. Works with a free Notion account.
Perfect for: freelancers, coaches, and online business owners who need to track leads and follow up consistently.
