CRM Planner - Notion Template
Get it now for FreeA CRM system in Notion built to help you close.
Track leads, follow up on time, and stay in control of your pipeline — without overthinking it.
Overview
CRM OS is built for people who actually do the work.
Whether you’re running an agency, freelancing, or building something from scratch — staying on top of convos, leads, and follow-ups is what brings in money.
This template helps you do that.
➤ Simple pipeline you can actually read
➤ Lead tracker with zero confusion
➤ Built-in follow-up reminders
➤ Add notes and context so you never forget what was said
➤ Filters that show you exactly who’s next
It’s clean. It’s fast. It works.
You won’t need a tutorial.
You’ll just open it… and get to work.
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