Simple Notion CRM Template - For individuals

This is a simple CRM template!

It’s designed for individuals to help you save information about the people you interact with so that you can be a more thoughtful, effective person, while freeing up your 🧠.

Preview the template

Core features:

✔ Record the people and companies you interact with

✔ Save notes on your interactions

✔ Easily find the info you need to make the most of any meeting!

Who should use this template?

This template is intended for individuals, but it also works well for small teams!

Can I customize it?

Yes! That's the beauty of Notion! We've set up the core pillars of a CRM for you, but you can add any extra information to make it the perfect tool for you.

Does this template work with Notion’s free plan?

Yes! This template works with all Notion plans.

What will happen after my purchase?

You will get redirected to the template. You can then copy the template by clicking "duplicate" from the right hand menu. This will create a new version of the CRM for you to customize and start using!