Notion – Lightweight CRM Template

This template is perfect for startup founders, entrepreneurs, and small business owners who need to manage relationships of all types

Notion – Lightweight CRM Template

Most CRM products make a few too many assumptions about how a CRM should work for you. We don’t pretend to understand your business better than you do. Get this lightweight CRM up and running in a matter of minutes and customize it to fit your unique needs today.

This template is perfect for startup founders, entrepreneurs, and small business owners who need to manage relationships of all types.

It will give you a starting point to manage many different important strategic relationships for your startup or small business, including but not limited to customers, distribution partners, investors, and PR firms.

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
Template Type

Premium

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