The CRM Client Tracker is an all-in-one Notion CRM designed to manage clients, companies, meetings, and follow-ups with ease. Ideal for freelancers, solopreneurs and small teams, this minimalist template provides a centralized dashboard to organize your client pipeline, record meetings, track deals, and schedule follow-ups. Its versatility also makes it suitable for small teams, consultants, virtual assistants, and service providers seeking a lightweight CRM solution.

• Deals Pipeline

  : Monitor client progress from lead to negotiation using an intuitive Kanban board.

• Important Clients

  : Quickly access and prioritize key clients.

• All Clients Database

  : A unified hub with contact info, deal values, follow-up dates, and statuses.

• All Companies

  : Detailed overview of client companies, including industry, status, size, and primary contacts.

• Follow-Up Calendar

  : A visual calendar to ensure timely follow-ups.

• Meeting Notes

  : Document and manage client meetings with titles, dates, attendees, and action items.

• Centralizes all client information for easy access.

• Enhances communication tracking with organized records.

• Saves time with a calendar-driven follow-up system.

• Offers a clear, visual sales pipeline.

• Fully customizable and beginner-friendly.

Freelancers, solopreneurs, small teams, consultants, virtual assistants, and service providers.