July 04, 2026 · CRM
How to Build a CRM in Notion (Free Setup Guide)
A step-by-step guide to building a simple, powerful CRM in Notion to track leads and clients.
A CRM keeps your leads and clients organized so nothing slips through the cracks. You can build one in Notion for free. Here's how.
Step 1: Create a Contacts database
Properties: Name (title), Company (text), Email (email), Stage (select: Lead / Contacted / Proposal / Won / Lost), Value (number), Next action (text), Last contact (date).
Step 2: Add pipeline views
Create a board view grouped by Stage to see your pipeline at a glance, plus a table sorted by Value.
Step 3: Track follow-ups
Add a filtered view showing contacts whose next action is due.
Step 4: Link to deals or projects
Relate contacts to a Projects database to connect clients with your work.
Skip the setup
Our Notion Business OS includes a full CRM plus projects, finances and content - ready to duplicate.
The bottom line
A simple Notion CRM keeps your sales organized and your follow-ups on time. Build it once and never lose a lead again.