Client CRM (Lite Version)

Are your client notes scattered across spreadsheets, notebooks, and your inbox? Stop letting valuable conversations and follow-ups fall through the cracks.

The Free Client CRM (Lite Version) template gives you a simple, clean, and effective system to manage all your client relationships directly in Notion. This is the perfect lightweight solution for freelancers, consultants, and small business owners who need organization without the bloat.

What's Inside?

This template gives you just the essentials, perfectly connected to manage your network:

• 💼 Clients: Your master database for every client. Track their contact information, status (e.g., Lead, Active, Past), company, and any other key details. This is your central "address book."
• 🕤 Interaction Log: This is your relationship timeline. Use this database to log every single interaction—calls, meetings, emails, or important check-ins. Link each entry to a client from your Clients database.

Key Benefits:

• Never Forget a Detail: Log notes from a call? You'll find it instantly. Need to remember what you last discussed? It's all there in the interaction log.
• Build Stronger Relationships: Look professional and prepared for every conversation. Having a client's history one click away makes them feel like a priority.
• Track Your Pipeline: Use the "Status" property in your Clients database to get a high-level view of your pipeline, from new leads to completed projects.
• Simple & Clutter-Free: This "Lite" version is intentionally focused. It gives you only the tools you need to stay organized, making it fast and easy to use every day.

Download this free template today and start managing your client relationships with clarity!