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How to Manage Your Sales Pipeline with a Notion CRM Template

How to use Notion

October 26, 2025

I forgot to follow up on a deal worth 5,000 dollars. That error taught me that I should have a more powerful system of tracking my clients and deals. In case you are interested in an effective, easy way to control your customers, deals, and sales funnel, this system is worth trying. Using a Notion CRM template designed for real business workflows, I’ve created a streamlined way to organize and prioritize my sales process.

I am going to give you a guide on how to create and use this Notion Sales CRM, so you can always keep your relationships with clients and will never miss an opportunity again.

Simple Business CRM template dashboard overview

Getting Started with the Simple Business CRM Template

When you first access the dashboard, the quick add section is located at the top of the dashboard and this is where you will enter new data. This is how to take information when a new lead or company contacts you:

New Company Button: Enter the company name and location.
New Contact Button: Add a client or team member associated with that company. Be sure to link the contact to their company.
Complete Contact Details: Fill out key information such as pipeline stage, last contact date, expected close date, and deal value. This gives you a snapshot of the opportunity’s potential worth.
New Important Client Button: For high-value or priority clients, use this button to automatically set their priority to “high,” so they stand out in your growing list.
New Notes Button: After meetings or calls, quickly record notes linked to the person involved. This helps you remember important details for follow-ups.

Quick add section with company and contact buttons

Centralized Contact Management

After adding contacts and companies, all of it is visible on the contact list section. You will be able to switch between individual people and companies views, providing a central point to maintain individual and organizational relationships.

Contact list section showing contacts and companies

Active Contacts and Priorities

On the left hand side of the dashboard, there is a list of your active contacts. Every contact has a priority label attached to it and you will know who requires immediate attention and who can be followed up later. This visual priority system assists you in utilizing your time.

Managing Your Most Important Clients

The right side of the dashboard belongs to your most important clients. This filtered view shows high priority contacts or clients with deals that have greatest potential value. It is easy to see such information as the pipeline stage, the estimated deal value, the last contact date, and the expected close date.

In case a deal is not progressing, you may enter it as inactive in the priority field. This conceals the contact on your main dashboard so that you can focus on active opportunities.

Visualizing Your Sales Process with the CRM Pipeline

My favorite part of this system is the CRM pipeline section. It shows all your active deals organized visually by stage and priority:

Columns: Represent each stage in your sales process, moving from left (early stages) to right (closing).
Rows: Show priority levels from high at the top to low at the bottom.
Deal Cards: Each deal appears as a card displaying the contact’s name, their company, and the estimated deal value.

When you are working with a client, you can just drag their card through stages. When priorities change, drag the card up or down to change it. This drag and drop interface is very simple to use and allows you to get an overview of where each opportunity is.

CRM pipeline with deals organized by stage and priority

Additional Features and Customization

The side navigation bar offers many more features to explore and customize your CRM. For those interested in a more advanced setup, I recommend checking out my Relationship Tracker template, which includes birthday reminders, event tracking, and even a gift budget planner, perfect for nurturing long-term client relationships.

Why Use a Notion Sales CRM Template?

This Notion CRM template is designed to be:

Easy to set up: No complicated software needed, just your Notion workspace.
Customizable: Adapt the pipeline stages and priority levels to fit your unique sales process.
Visual and intuitive: Drag-and-drop cards and clear priority indicators help you stay organized effortlessly.
Centralized: Manage companies, contacts, and notes all in one place.

If you want to start organizing your client relationships more clearly and efficiently, this free template is a great place to begin. You can download it and get started right away.

For more templates and insights on maximizing Notion for business and productivity, check out the best Notion Templates collection and comprehensive Notion resource library.

Frequently Asked Questions (FAQ)

Can I customize the pipeline stages in this Notion CRM template?

Yes! The template is fully customizable. You can rename, add, or remove pipeline stages to match your business sales process.

Is this Notion CRM template suitable for small businesses only?

Not at all. This system works well for freelancers, startups, and larger teams who want a simple yet powerful way to manage sales pipelines and client relationships.

Can I track multiple contacts within the same company?

Yes. You can link multiple contacts to one company in the system, allowing you to manage both individual relationships and the overall organization.

Does the template support reminders or notifications?

The basic template doesn’t include automated reminders, but you can integrate with third-party tools or use calendar features in Notion. For more advanced tracking like birthday reminders, check out the Relationship Tracker template.

Where can I get this Notion CRM template?

You can download the free simple business CRM template from the link below and start organizing your sales pipeline today.

Start managing your deals and client relationships the smart way with this Notion CRM template. Don’t let another opportunity slip through the cracks!

Download link for the free Notion CRM template

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