Notion CRM Template
A complete CRM system built in Notion. Five connected databases for contacts, companies, deals, tasks, and activities — with a pipeline dashboard.
Click "Duplicate" in Notion to add it to your workspace. Free, no sign-up required.
Template preview — 5 databases with pipeline dashboard
What is inside
Five interconnected databases that form a complete CRM system.
Contacts
People database with name, email, phone, company (relation), status, source, tags, last contacted date, and notes. Gallery and table views.
Companies
Organization profiles with industry, size, website, revenue, and a rollup of associated contacts. Board view by industry.
Deals
Sales pipeline with deal name, value, stage, probability, expected close, and owner. Kanban board view by stage with formula-calculated weighted value.
Tasks
Follow-up tasks linked to contacts and deals. Due date, priority, status, and assignee. Calendar view and filtered "My Tasks" view.
Activities
Activity log for calls, emails, meetings, and notes. Linked to contacts and deals for a complete interaction timeline.
Built-in features
When to upgrade from Notion to a real CRM
Notion is great for getting started. Here is when you will know it is time for more.
You need email integration
Notion does not sync with Gmail or Outlook. Sambandh syncs email automatically.
You want automated follow-ups
Notion has no automation for email sequences or reminders. Sambandh runs drip campaigns.
You need Stripe/payment data
Manually copying payment data into Notion is painful. Sambandh syncs Stripe natively.
You have 5+ team members
Notion CRM permissions are limited. Sambandh has roles, permissions, and audit logs.
You need reporting
Notion dashboards are basic. Sambandh has pipeline reports, revenue tracking, and analytics.
You want a dedicated mobile experience
Notion mobile is a general-purpose tool. Sambandh is designed specifically for CRM workflows.
Notion template vs. Sambandh CRM
| Feature | Notion Template | Sambandh CRM |
|---|---|---|
| Price | Free | Free / $19 Pro / $49 Teams |
| Setup time | 2 minutes (duplicate) | 5 minutes |
| Database relations | Yes | Automatic |
| Email sync | No | Gmail + Outlook |
| Stripe integration | No | Native |
| Email campaigns | No | Yes (BYOK Resend) |
| Pipeline automation | No | Yes |
| Reporting | Basic charts | Full analytics |
| API access | Notion API | REST API |
| Desktop app | Notion desktop | macOS (Tauri) |
Frequently asked questions
Is this really free?
Yes. Duplicate the template to your Notion workspace for free. No sign-up on our end required.
Do I need Notion Pro?
No, the template works on Notion free plan. However, the free plan limits you to shared databases with limited permissions.
Can I customize it?
Absolutely. It is a Notion template — add, remove, or modify any database, property, or view to fit your workflow.
How many contacts can I track?
Notion does not have a row limit, but performance slows around 10,000+ database entries. For larger volumes, consider a dedicated CRM.
Can I use this with my team?
Yes. Share your Notion workspace with team members. Note that Notion free plan limits guest access.
Can I migrate from this to Sambandh later?
Yes. Export your Notion databases as CSV and import them directly into Sambandh. We also plan to build a direct Notion import tool.
Get the Notion CRM template
Duplicate it to your workspace and start managing customers today.