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CRMW is a simple Notion CRM template for freelancers, consultants, and small
businesses who want an easy way to track leads, manage relationships, and stay organized as they grow.
It’s designed to help you start your business with clarity, build good CRM habits early, and feel confident
knowing you have a clean path forward when you’re ready for more.
🔂One-time purchase (no subscriptions)
Designed by a certified Salesforce Solution Architect, CRMW brings enterprise CRM thinking into a simple, Notion-friendly system built for real-world small businesses.
This template focuses on simple, repeatable daily workflows — with clean layouts, thoughtful views, and just enough structure to keep everything running smoothly.
It’s intentionally designed to be easy to use now, while still preparing you for future growth.
CRMW Helps You:
🟦Track People, Companies, Deals, and Activities in one connected Notion CRM system
🟦AI-ready by design — keeping your CRM inside Notion allows Notion AI (on paid plans) to generate more informed summaries, insights, and next steps using your broader business context.
🟦Log calls, emails, meetings, and follow-ups so your conversations stay organized
🟦Work from a home dashboard with New Leads, Pipeline, and Due Today views
🟦Keep your data clean with Missing Details and At-Risk views for aging leads and quiet customers
🟦Use polished record page layouts designed specifically for CRM work
🟦Get more value from your notes with Notion AI blocks and pre-built prompts for summaries, follow-ups, and next steps
Everything is designed to stay simple, clear, and easy to maintain.
Built for Growth — Not Lock-In
CRMW is a starting system by design.
It helps you organize relationships early, understand your pipeline, and build confidence using CRM concepts the right way. As your business grows and your needs change, you’ll be well prepared to move into a larger CRM — with clean data and a clear understanding of how your business works.
And when that time comes, CRM Whisperers is here to help you evaluate options and migrate your data smoothly.
A Note on Notion
CRMW runs inside Notion. You can use it on Notion’s free plan, or unlock additional features like AI insights and advanced dashboards with a paid Notion plan.
Keeping your CRM inside Notion means your customer and client data lives alongside the rest of your business — allowing Notion’s AI to generate more informed summaries, insights, and next steps across your entire workspace.
Performance Guidance
For the best Notion experience, it’s recommended to keep active contacts under ~5,000 and use the built-in filtered views rather than loading full databases at once. This keeps everything fast, focused, and easier to use.
Frequently Asked Questions
What is CRMW?
CRMW is a simple CRM starting system built in Notion. It helps freelancers, consultants, and small businesses track leads, manage relationships, and stay organized as they grow.
Is this a full CRM?
CRMW covers the core CRM workflows most small businesses need: people, companies, deals, activities, and follow-ups. It’s designed to be intentionally simple — not bloated — while still setting you up with clean structure and good CRM habits.
Who is CRMW best for?
CRMW is best for freelancers, consultants, and small businesses who want a calm, easy-to-use CRM inside Notion. It’s especially helpful if you’re early in your business or want to keep everything in one place without overcomplicating your setup.
Do I need a paid Notion plan?
No. CRMW works on Notion’s free plan.
If you’re on a paid Notion plan, you’ll also be able to use features like AI summaries and advanced dashboards, but those are optional.
How do I get access after purchase?
After purchase, you’ll receive a link to the CRMW Notion template. You can duplicate it into the Notion workspace of your choice and start using it right away.
Can I customize the template?
Yes. CRMW is built in Notion, so you can customize fields, views, and layouts to match how you work. The default setup is designed to be useful out of the box, with flexibility to adapt as needed.
Is this a one-time purchase?
Yes. CRMW is a one-time purchase, no monthly subscriptions.
Notion’s pricing (free or paid plans) is separate and managed directly through Notion.
Will this work for teams?
CRMW works well for solo users and small teams. As your team grows and your needs become more complex, CRMW helps ensure you’re ready for a smoother transition to a larger CRM.
How does AI work with CRMW and Notion?
CRMW lives inside your Notion workspace, which means your CRM data can exist alongside the rest of your business — notes, projects, documents, and processes.
When you use Notion AI (on a paid plan), it can reference information across your workspace to generate more informed summaries, follow-ups, and insights. That includes context from your CRM records, past conversations, and related work.
In practice, this means AI responses are grounded in your actual business data, not just a single record or isolated tool.
CRMW doesn’t add AI on top — it’s designed to work naturally with Notion’s AI as your workspace grows.
Why is CRMW built in Notion?
Keeping your CRM inside Notion means your customer and client data can live alongside the rest of your business — notes, projects, documents, and workflows — all in one place. It’s flexible, easy to maintain, and grows with you.
Who designed CRMW?
CRMW was designed by a certified Salesforce Solution Architect. It’s built using proven CRM concepts, thoughtfully simplified so they’re easy to use at an early stage and translate cleanly to larger systems later.
What happens when I outgrow CRMW?
CRMW is designed as a starting system. When your business grows to the point where a larger CRM makes sense, you’ll already have clean data and clear processes. CRM Whispers can also help evaluate next-step options and support data migration when you’re ready.