Free Client and Calls Manager (Notion CRM template)

Manage all your clients and interactions in one place with this simple and user-friendly Notion CRM, designed for freelancers and small business owners.

💡 What’s inside?

• 👩🏻‍💼 Clients → store key information such as name, email, phone number, company, status, notes, and deal value.
• ☎︎ Calls → log discovery calls, follow-ups, or meetings with date, time, type, and status, always linked to the right client.
• 📄 Client templates → see all client info at a glance, with all related calls displayed in order.

This template helps you organize clients and track calls, making it easy to build stronger relationships without the complexity of a professional CRM.