B2B CRM Template for Notion

Manage relationships, not spreadsheets.

CRMs shouldn’t feel like homework. This one works with your brain—not against it.

This CRM template helps B2B teams actually use their CRM without needing a six-hour training video or a third-party plugin that breaks every other Tuesday. It’s built inside Notion so your team already knows how to use it. No extra tabs. No forced fields. No fluff.

Track your contacts, deals, companies, tasks, and conversations—all in one connected workspace. Automations handle the busywork. Dashboards surface what matters most. And everything updates in real-time, so you’re not asking “who talked to them last?” for the fifth time this week.

Need to follow up? It’s already logged. Want to see how your pipeline’s looking? There’s a board for that. Trying to remember what was said on that one call three months ago? It’s all there—attached to the right contact, deal, and company.

This CRM doesn’t try to do everything. It just helps you keep your team aligned, your leads warm, and your sanity intact.