Using Notion as a CRM
Build a lightweight CRM in Notion. Track contacts, deals, and sales pipelines with customizable databases and views.
Overview
Notion works as a lightweight CRM for startups and small teams who don't need the complexity of Salesforce or HubSpot. With a Contacts database, a Deals pipeline, and relation properties connecting them, you get a fully customizable CRM that costs a fraction of dedicated tools.
Benefits
Why use Notion for crm?
Fully customizable — add any property, view, or field your sales process needs
Kanban deal pipeline gives a visual overview of all deals by stage
Each contact and deal is a full page for notes, emails, meeting logs, and documents
Relations connect Contacts to Companies, Deals, and Activities without duplication
How it works
Getting started
- 1
Create three databases: Contacts (name, email, company, role), Companies (name, size, industry), and Deals (name, value, stage, close date)
- 2
Add Relation properties linking Deals to Contacts and Companies
- 3
Create a Kanban view of Deals grouped by Stage (Lead → Qualified → Proposal → Negotiation → Won/Lost)
- 4
Build deal page templates with sections: Key Contact, Decision Makers, Requirements, Proposal, and Activity Log
- 5
Create a sales dashboard with linked views showing open deals by value, pipeline by stage, and deals closing this month
Related use cases