CRM & Lead Tracker with Charts | Notion Template

Keep your client and lead pipeline organized with this streamlined Notion CRM built for service providers, freelancers, and creative business owners. From first contact to final delivery, this system helps you stay on top of every touchpoint without missing a beat.

What’s Inside:

• Lead & Client Database with client info, project dates, documents, etc.
• Pipeline Tracking to visualize where each contact is in your process
• Contact Info & Notes Section for personalized follow-up
• Project & Offer Linking to track services and proposals
• Follow-Up Reminders so no opportunity slips through the cracks
• Dynamic Charts & Visual Reports to track leads, conversions, and client growth over time

Perfect for anyone juggling multiple leads or managing client work, this CRM template brings clarity, efficiency, and ease to your business relationships.

Preview Before Purchase

Explore the demo here: CRM & Lead Tracker Preview

Notes

• This template is using charts, a feature only available on paid plans. You're going to need to be at least on Notion's Plus Plan.
• Due to the digital nature of this product, all sales are final and non-refundable.
• A setup guide, assets, and tutorials are included to support you every step of the way.
• For support with your purchase, please contact hello@studioghimp.com