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Notion CRM · Notion template
Pocket CRM
A small, friendly Notion CRM for freelancers: contacts, deals and follow-ups in three linked databases, with a home page that shows who to get back to today.
View the live demoCheckout coming soon
By Templates.party
What’s inside
Three databases, one calm home
Duplicate it into your Notion and keep every client conversation in one place. Open it in the morning, see who’s due today, reach out and tick Done. The pipeline board shows every deal by stage, and a weighted value formula shows what the pipeline is really worth.
Your morning, in three steps
Open Today, reach out and tick Done, then book the next follow-up.
Open in the demo (opens in a new tab)Three linked databases
Contacts, Deals and Follow-ups, all linked back to a person.
Open in the demo (opens in a new tab)What’s inside
The home page, each database and its views, the Start here guide and the covers.
Open in the demo (opens in a new tab)In the workspace
- Start here guide
- Today: follow-ups due or overdue
- Pipeline: deals by stage
- Reach out this week
- Contacts
- Deals
- Follow-ups
Built in
- Three linked databases (Contacts, Deals, Follow-ups) with relations
- Weighted value formula on every deal (value × probability)
- A “When” formula marks each follow-up Overdue, Today or Upcoming
- Pipeline board, relationship board, calendar and table views
- Four custom illustrated covers, also included as JPG files
- Works on Notion’s Free plan; EUR by default, switch the currency in one setting
Palette & type
- Pine
#1F3B36 - Cream
#FBF7EF - Mint
#7FC8B4 - Apricot
#F2B880 - Lilac
#C3B5EC - Sky
#9CC3E6
Uses Notion’s own fonts; the covers are included
The palette lives in the covers. Swap one with Notion’s “Change cover”, or keep them: the files are in covers/.
In the ZIP
- Pocket CRM duplicate link (text file, and on page 1 of the PDF guide): open it in Notion, then “Duplicate”
- Illustrated setup guide (HTML + PDF): clear the sample data, add your work, make it yours
- covers/: the four cover images (1280 × 720 JPG)
- README, LICENSE and the font license
Sample data
Every contact, company, deal and follow-up in the template is fictional sample data. Delete it, or keep a few rows as examples while you set up.
License
Pay what you want, once: no subscription. Use it for your own business or for client work, on unlimited projects. You can’t resell or redistribute it as a template. Full terms.
MCP access included
Every order comes with a license key, whatever amount you choose. The key unlocks MCP access, so AI assistants like Claude, ChatGPT or Cursor can read, customize and download the templates you own.
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