Personal SaaS CRM in Notion: Complete System

Personal SaaS CRM in Notion is a complete customer relationship system for freelancers and small businesses, built in the Notion workspace you may already use. Companies, contacts, a deal pipeline, an interaction log and a follow-up system are connected so that one view each morning shows exactly who to contact, and a built-in check flags any lead or client without a next step.

You get a ready-to-import Notion pack with realistic sample data and a guide that walks you click by click through relations, rollups, formulas, pipeline views, one-click follow-up buttons, templates and a lead form, plus the daily and weekly routines and eight follow-up email templates. The guide is honest about limits: Notion does not sync your inbox or send email sequences, and database automations need a paid Notion plan at the time of writing.

What’s inside

• CRM guide (PDF, 40 pages): What a Personal CRM Does, and What Notion Cannot; Import the CRM Pack, Click by Click; Connect Contacts, Companies and Deals; Design Your Pipeline and Build the Views; Buttons, Templates, Reminders and a Lead Form; Move In and Run It; Follow-Up Emails That Get Replies; Privacy, Maintenance and Troubleshooting; plus a property and formula appendix.
• Notion import pack: 5 CSV databases with sample rows (Companies, Contacts, Deals, Interactions, Follow-ups), 5 Markdown pages (CRM home, Pipeline Stages, Email Templates, contact and deal templates) and an import checklist with every formula ready to copy.

Instant download. PDF files, yours to keep.

Questions? Email info@coursemints.com.