A Sales template in Notion streamlines managing leads, tracking deals, and organizing client data, helping businesses boost efficiency and close more sales.
Improved Organization: Keep all sales data and contacts in one accessible place.
Enhanced Productivity: Automate workflows and reduce manual tracking errors.
Better Pipeline Tracking: Visualize sales stages clearly for timely follow-ups.
Scalable Solutions: Templates grow with your business needs and complexity.
This list of top Sales Notion templates was carefully curated for usability, features, and versatility to help your business excel in sales management.
A free, user-friendly Notion template to track leads, manage sales pipelines, and organize client info for freelancers and small teams. It simplifies client management without complex tools.
Track leads and manage sales conversations in one workspace
Monitor sales stages like contacted, proposal sent, and closed
Store detailed client info such as company name, value, and next steps
Organize freelance or business pipelines efficiently without extra software
Easy to customize to fit individual needs
Helps build strong client relationships through clear visibility of sales process
A complete CRM system built on Notion and powered by NotionApps for a sleek, interactive web app experience. Ideal for sales teams, agencies, freelancers, or service providers looking to organize leads, track deals, and streamline communication—this CRM keeps everything centralized, accessible, and scalable.
Use Notion as your backend CRM database, while NotionApps serves as the secure, customizable frontend interface.
Manage leads, prospects, and clients across stages (e.g., Contacted, Qualified, Proposal Sent, Won, Lost) with drag-and-drop or status-based views.
Enable row-level access so each sales rep sees only their leads, while managers get full pipeline visibility.
Create tailored dashboards with search, filters, segmented pipelines, and role-specific views (e.g., Sales Rep, Manager, Client).
Allow team members to update lead details, notes, and status directly through the frontend—no Notion access needed.
Customize contact pages with key fields like deal size, contact history, last interaction date, owner, tags, and status.
A simple Notion CRM template designed to manage prospects, client pipelines, meetings, tasks, projects, and time efficiently. It helps streamline client and project management in an easy-to-use format.
A comprehensive Notion template designed to enhance productivity and streamline business management for freelancers, solopreneurs, content creators, and entrepreneurs by organizing projects, contacts, companies, meetings, and notes effectively.
Dynamic Dashboard for projects, tasks, leads, and prospects with Kanban layout
Efficient Contact Management tracking clients, suppliers, and progress
Company Tracker to document companies, contacts, and related projects
Project Mastermind includes calendar, project status, tasks, and related contacts
AI-powered Note Nook to capture, organize, and link notes to meetings and tasks
Meeting Manager with built-in calendar and links to projects, notes, and contacts
A simple, powerful Notion CRM template to manage unlimited contacts and accounts, track leads, organize your sales pipeline, and grow your business efficiently. Perfect for personal use and small teams.
A comprehensive Notion CRM template designed to manage your sales pipeline, projects, tasks, contacts, companies, and notes all in one place. Ideal for small business owners and freelancers to streamline workflow and increase productivity.
Sales Mate is a simple and powerful CRM template designed for small businesses and freelancers to manage their sales pipeline effectively. It provides lead tracking, sales organization, and commission overview features to streamline the sales process.
Thought-out lead database with proven parameters
Probability-adjusted pipeline business view
Action-based view showing next steps and contact timelines
Adjustable commissions for affiliates with overview
Visual calendar for tracking follow-ups
Easy to use with best practice parameters included
The Sales CRM Notion template is a comprehensive tool designed to manage your sales pipeline and enhance productivity. It helps sales professionals and entrepreneurs track leads, manage customer data, schedule follow-ups, and analyze sales performance effectively.
Centralized dashboard for quick sales overview
Manage leads and customer accounts in one place
Track sales opportunities and progress visually
Set reminders for follow-ups to never miss deals
Analyze sales data to identify trends and improve strategies
Customizable to fit specific sales workflows and needs
A customizable Notion template designed for creatives selling digital products online, helping track weekly and monthly revenues, analyze sales data, and stay motivated by monitoring progress towards revenue goals.
Track weekly revenues with a main revenue database.
Provides monthly and yearly overviews with a 'wrap up' database.
Customizable to set weekly target revenues to compare with actual sales.
Automatic progress and performance calculations to identify goal achievement.
Motivates users with progress bars and goal tracking features.
Helps improve sales analysis and decision-making skills.
An all-in-one Notion template to manage your sales pipeline, client contacts, projects, calendars, and notes efficiently in one place. Designed to streamline your sales and outreach activities for individuals and teams.
Sales OS is a powerful and aesthetic sales management system designed to capture and manage your sales within your Notion workspace. It helps organize contacts, track sales revenue weekly, manage orders and products, and integrates with popular sales tools to streamline your sales process.
Home page with guide for easy navigation
Main dashboard and an All-In-One view of the system
A Notion template designed to help salespeople manage and improve their sales pipeline effectively. It offers tools for sales forecasting, CRM management, product and sales overview, and meeting scheduling.
This template helps sales teams track and manage common objections, enabling consistent, well-crafted responses that reframe and redirect conversations to close deals more effectively.
Track and view all common objections encountered by the sales team.
Provide consistent answers to address, reframe, and redirect objections.
Facilitate collaboration between Product, Marketing, and Sales teams to manage objections.
Gain insights on sales challenges through meticulous documentation.
Empower sales teams to confidently handle objections and close deals.
Enhance professionalism and effectiveness in sales conversations.
A structured Notion template designed to guide users through creating their own 100M Offer with all necessary templates, instructions, and a progress tracking system. Simplifies the 100M Offer book into actionable steps to track completion and ensure success.
Includes all templates needed to create a complete 100M Offer.
Step-by-step instructions provided for each template's use.
Progress tracking system to monitor tasks done and remaining.
Organized workflow following the order required to complete the offer.
Easy to use with multiple browser tabs for simultaneous instruction and execution.
All internal links work correctly after duplicating the template.
A simple yet effective Notion CRM template modeled after traditional relational CRMs like Salesforce. It offers a unified view of prospects by linking data across sales, companies, people, meetings, and products.
Structured like traditional relational CRMs for ease of use
Includes separate but connected databases for sales, companies, people, meetings, and products
Enables a 360° view of prospects by linking all related records on one page
Designed by an experienced Salesforce Administrator with over 3 years of expertise
Simplifies managing prospects and sales data within Notion
Preview available online to explore the template before purchase
A digital dashboard designed to enhance your sales pipeline with clarity and efficiency. It provides comprehensive insights into sales performance and helps ensure successful sales results.
A powerful and aesthetic sales management system for Notion that centralizes clients, orders, and products. It helps users capture and manage sales efficiently within their digital workspace.
Manage contacts organized by customer, lead, or team
Import contacts from Google Contacts or Mailchimp
Track products and sales with prognostics
Manage client orders comprehensively
Schedule meetings and follow-ups with contacts
Store sales assets, documents, contracts, and notes with an integrated notes system
A Notion template to create, control, and track Customer Journey Maps by integrating company goals, buyer personas, and customer journey data in one place. Ideal for small businesses and projects.
Includes a beginner-friendly customer journey mapping guide.
Step-by-step instructions to use the template effectively.
Over 30 curated external resources on goals, personas, and research.
A comprehensive customer journey dashboard with Goals, Buyer Persona, and Journey databases.
Integration ideas and resources to automate research and information processing.
Access to a Google Drive file containing icons used in the template.
A simple CRM system in Notion to track deals with organization, contact, product, and action information integrated. Includes Kanban board view and detailed deal dashboards.
Track each deal with organization, contact, product, and action info
A Notion template designed for online entrepreneurs, coaches, and business owners to create sales pages and deliver courses efficiently without expensive platforms like Kajabi or Kartra. Includes customizable sales and course vault templates with a video walkthrough.
Includes Sales Page Template with countdown timer, pricing tables, mockups, testimonial, objection handling, about you, and target audience sections.
Course Vault Template to create and deliver courses inside Notion with a customizable member's area.
Includes Canva templates for additional customization.
Designed for client portals, free resource delivery, thank you pages, and project management.
Equipped with a thorough video walkthrough for easy setup.
Ideal for online entrepreneurs and coaches seeking affordable course delivery solutions.
Manage customer interactions, track leads and sales stages efficiently using this Notion CRM template. Avoid missing opportunities by timely follow-ups.
Capture and track all leads and clients within Notion
Manage customer relationships and sales pipelines
Track each customer's stage in the sales process
Get lifetime updates with one-time purchase
User-friendly interface designed for quick follow-ups
Highly rated with 4.9 out of 5 stars from 533 users
Organize and access your best sales materials like demos, white papers, and videos instantly in Notion. Keep files up to date, take notes on each asset, and filter by status or usage for efficient sales management.
Upload any file type for easy access and version control.
Click into assets to take detailed notes.
Organize assets by status such as 'In Use'.
Filter assets to see only those currently in use.
Track last updated and edited information for each asset.
Manage diverse product types and personas within the template.
A private Notion space to organize pitch decks, manage leads and deals, and store proposals and contracts. Helps track all sales prospects in one place to focus on key deals.
Organize pitch decks and sales materials in one place
Manage a list of leads and deals with pipeline tracking
Store proposals, contracts, invoices, and financial documents
Embed live previews of pitch decks directly in Notion
Track deal stages with Deal board, Deal cycle, and All deals views
A Notion template designed to keep sales teams aligned by tracking weekly sales metrics, action items, and new content. It offers various views for managing and reviewing sales data efficiently.
Track weekly sales metrics with dynamic data entries.
Manage and assign action items to team members.
Access different views like gallery and sorting options for better data visualization.
Use placeholder pages for quick setup and customization.
Integrate content updates and discussions within the template.
Easily switch between digests to compare different sales periods.
A Notion template to track all company accounts in one database. Allows adding account strategy, meeting notes, and training documents within each account’s subpage for streamlined team collaboration.
Central database to track all company accounts at a glance
Subpages for each account to add detailed notes and documents
Different views to sort and filter accounts by use case, ARR, and blockers
Templates for new accounts to standardize data entry
Allows assignment of account executive and success manager
Supports embedding meeting notes and training resources within account pages
A database to organize and track sales documents, facilitating collaboration with teams like Legal and Security to ensure timely reviews and smooth deal progress.
Tracks all sales-related documents in a centralized database.
Enables collaboration with stakeholders via comment threads.
Supports uploading PDFs and Word documents within company subpages.
Offers multiple views: all documents, by status, or due date.
Allows tagging relevant stakeholders for review and discussion.
Filters documents by status, due date, or type for easy management.
This free Notion template helps you manage and outline all customers who have given permission to use their name and logo in marketing activities. It provides organized databases for companies and individuals, tracking permissions, contacts, and customer details in one place, streamlining marketing collateral management.
Organize customers into databases by company size and type (small, medium, large)
Track permissions for using customer names and logos in marketing
Include detailed customer information such as contacts, industry, location, and use case
Use built-in forms to obtain necessary permissions from customers
Hover over table rows to view detailed customer pages
Access multiple views and new customer templates for easy management
A Notion database template designed to track customer feedback from major clients. Helps prioritize feature requests and improve communication between sales, product, and marketing teams. Provides multiple views to filter feedback by tags, customer status, and lost sales.
Track feedback from major customers in a centralized database
Easy communication with product and marketing teams on feature priorities
Multiple filtered views: all feedback, by feedback tag, by customer status, and lost sales
Hover over feedback entries to view detailed page contents
Supports categorization by account name, annual recurring revenue (ARR), and customer status
Includes references to specific product features such as admin controls, desktop app, Android app, notifications, data recovery, and languages
An all-in-one Notion template designed for aspiring entrepreneurs and startups to organize daily business activities with a clean dashboard and multiple databases. Includes a finance tracker and calendar to manage tasks and finances efficiently.
Central Dashboard to keep data organized and accessible
Multiple Databases for calls, prospects, customers, and orders
Integrated Calendar for tracking due dates
Finance Tracker to monitor income and expenses
Buttons included for easy transaction entry
Designed to simplify business organization for startups and entrepreneurs
A minimalistic Notion template designed for small sales teams to manage clients, opportunities, and contacts efficiently. It helps set up sales pipelines and boost sales activities with a focused and easy-to-use system.
Minimalistic design focusing on key sales activities
Manage clients, opportunities, and contacts in one place
Set up and customize your sales pipeline
Activate sales boosts at any stage
Suitable for small sales teams to increase revenue
Includes 4 integrated databases for organized management
Easily manage your contacts, sales pipeline, projects, and more within Notion. This all-in-one template helps organize sales and client outreach efficiently.
An easy-to-use Notion template designed to simplify client and project management. It helps track client information, pipeline, project timelines, and meetings in one place.
Manage clients and projects all in one place
Track client information and sales pipeline
Monitor project timelines effectively
Schedule and assign meetings with clients
Simplifies CRM tasks for better organization
User-friendly template for productivity enhancement
Best Notion Minimal CRM for Real Estate Agency | $29
A minimal and organized CRM template designed for real estate agencies to manage clients, sellers, houses, and services efficiently with an integrated task section and lead pipeline.
4 Relationship Databases to manage clients, sellers, houses, and services
Organized pipeline for managing leads and appointments
Task section added in version 1.5
Tasks integrated within House and Seller profiles
Lifetime access with 6 months of support
Suitable for real estate agencies and other businesses
CRM MANAGER PRO is a unified Notion template that streamlines business operations by integrating client, project, and task management into one seamless system.
Track and manage all client interactions in one place
Meetings dashboard with upcoming meetings info and note-taking
Built-in proposal system for creating professional proposals within Notion
Connected task management to execute projects from start to finish
Track sales leads and customer interactions with a clean, customizable Notion template. Each lead is a Notion page for detailed notes, helping you manage your sales funnel easily without heavy software.
Customizable fields to track leads tailored to your needs.
Each sales record is an individual Notion page for detailed notes.
Simplifies managing sales funnels with an intuitive, clean interface.
Integrates smoothly within Notion workspace for seamless workflow.
Supports tracking multiple touchpoints with leads.
Designed for ease of use, suitable for beginners and pros alike.
A Notion template designed to help growing sales teams easily add and update competitor comparison content. Enhances sales materials with interactive elements like product GIFs and YouTube links, ensuring visually appealing pages with organized formatting for better sales enablement.
Allows adding and updating competitor comparison details easily
Supports embedding product GIFs and YouTube links for enhanced experience
Uses built-in Notion formatting like columns and headers for clean layout
Ideal for growing sales teams requiring organized sales collateral
Helps centralize competitor analysis content in one place
Facilitates quick updates to keep sales information current
Organize all your sales assets in one place to ensure you always have the right demo, white paper, video, or document for every meeting. Upload any file type for instant access together with version control.
An advanced Sales CRM optimized for export sales, designed for salesmen, freelancers, and startups to grow their customer base and track progress efficiently using Notion.
Client manager for tracking calls, scheduling tasks, and managing meetings
Client database organized by area, status with useful views on Home Page
Daily task manager with practical views for urgent tasks
Orders and invoices management to monitor order status and sales results
Includes additional tools like world clock, to-do list, and progress tracker
Compatible with free Notion accounts, easy duplication from template link
This Notion CRM template helps manage clients, meetings, and company data efficiently. It features customizable pipeline stages to track client progress, reminders for follow-ups, and daily and monthly meeting views.
Track and manage all client information in one place
Easily schedule and keep track of meetings
Set reminders for next meetings and client follow-ups
A Notion template designed to help agencies scale by managing customer relationships effectively within Notion. It offers a lifetime personal license with updates and an included user guide.
The Ultimate Business CRM Template for Notion is a comprehensive tool designed to streamline business workflows for freelancers, solopreneurs, content creators, and entrepreneurs. It enhances productivity, organization, and management of clients, projects, and meetings in one intuitive workspace.
Dynamic dashboard with Kanban layout for project and contact management
Efficient contact management from lead to conversion with notes and tasks
Company tracker to document and manage companies and related projects
Project mastermind with calendar and detailed project overview
Note nook powered with AI for easy capture and summary of notes
Meeting manager with built-in calendar linking notes, projects, and contacts
A CRM template for managing clients efficiently, suitable for freelancers, business owners, and entrepreneurs. It streamlines client processes with a mobile-optimized interface and advanced database features to enhance professionalism and organization.
The Notion Personal CRM Template simplifies contact management by replacing messy spreadsheets with an efficient system to store and organize contacts, track interactions, and set reminders to build better relationships.
Store comprehensive contact info including names, phone numbers, emails, social media, birthdays, and anniversaries.
Group contacts by criteria like industry, location, or relationship status.
Automatically calculate and highlight upcoming birthdays within 30 days on the dashboard.
Enter and track wedding anniversaries with reminder capabilities.
Set reminders with messages and automatically calculate follow-up dates based on last contact and frequency.
Log all interactions and notes per contact in dedicated databases for organized relationship management.
A comprehensive CRM template on Notion to help organize, track leads and deals, and nurture valuable customer relationships in a sleek and professional platform.
Stay organized with a centralized platform for customer data.
Track leads and deals efficiently to follow sales progress.
Nurture valuable relationships with built-in management tools.
Sleek and professional user interface for easy navigation.
Comprehensive CRM functionalities covering personal and work sales.
Suitable for CRM, personal CRM, work, sales, and school categories.
A smart CRM template designed to organize client information, companies, meetings, events, documents, contracts, communication history, and future opportunities, helping improve business relationship management.
Track client information efficiently.
Organize company details and contacts.
Manage meeting details.
Stay updated on important events.
Handle documents and contracts easily.
Keep records of communication history and future opportunities.
A Notion template designed to easily manage business contacts and accounts, track leads, and organize the sales pipeline to increase sales effectiveness.
Manage all your business contacts and accounts in one place
Track your sales leads effectively
Organize your sales pipeline for better visibility
Simple and intuitive interface tailored for CRM needs
Helps improve sales processes and client management
Optimized for seamless use within Notion environment
Evaluate your specific sales process, team size, and feature needs to choose the most suitable Notion Sales template from the list above for optimal results.
FAQs
What is a Sales template in Notion?
It is a pre-built workspace organizing sales data, tracking leads, and managing deals within Notion.
Why use Notion for Sales management?
Notion offers customization, collaboration, and integration, streamlining sales workflows efficiently.
What features should a Sales template include?
Lead tracking, deal stages, contact management, task assignment, and reporting dashboards.
Can I customize Sales templates in Notion?
Yes, templates are flexible and can be tailored to fit unique sales processes.
How does Notion help with sales pipeline?
It visually tracks deals through stages, ensuring no opportunities are missed.
Are these templates suitable for small businesses?
Yes, they are scalable and adapt to businesses of all sizes.
Can multiple team members use a Sales template?
Yes, Notion supports collaborative access and real-time updates.
Do Sales templates support integrations?
Many templates support integrations with tools like CRM systems and calendars.
How often should I update my Sales template?
Regular updates ensure it aligns with evolving sales strategies and goals.
Where can I find free Sales templates in Notion?
Free templates are available on Notion’s community page and various template marketplaces.
