Free Notion CRM template
A Notion CRM template that arrives wired, not duplicated.
Six related databases — Companies, People, Leads, Activities, Meetings, ICP profiles — deployed straight into your workspace with rollups, formulas and a pipeline home. Two minutes, no card.
What lands in your Notion
Companies
Sector, tier, SIREN, revenue, country. French companies fill themselves from open data.
People
Position, seniority, email, LinkedIn — each under one company.
Leads
The deal pipeline: stage, value, next step, primary contact and everyone else in the loop.
Activities
Calls, emails, meetings logged against the deal, the person and the company.
Meetings
Notes attached to whoever was in the room and the deal they moved.
ICP profiles
Who you target and who you skip, linked to the leads and companies that fit.
Relations: one company, several deals; every contact under one organisation; activities rolled up to the deal, the person and the company. The CRM page opens on your pipeline: open deals by stage, deals that need attention, deals closing in the next 30 days.
The template is the afternoon. Keeping it true is every afternoon after.
Every Notion CRM template looks good on day one. By week three, stages are stale and next steps are overdue, because nobody wants fifteen clicks between two meetings.
Notion Pilot adds the part templates skip: paste a client email into your assistant and it proposes the updates — the deal stage, the new contact, the activity, the next step. You see a preview. Nothing reaches Notion until you say go.
It reads your own properties through Notion's official connector, so if you add a field on Monday, it can fill it on Tuesday.
Questions
Is the template free?
Yes. Deploying it costs nothing and needs no card.
Why deploy instead of duplicate?
Duplicated templates break relations and leave you re-linking databases by hand. The wizard creates the six databases in your workspace with relations, rollups and formulas already wired, then opens the CRM on your pipeline.
Does it work on the free Notion plan?
It works in any Notion workspace that allows you to add an integration. Check your workspace's own limits for team size and history.
Do I need AI to use it?
No. It is a complete CRM in Notion on its own. The assistant is what keeps it current — paste an email, preview the changes, approve.