CRMW – A Simpler Way to CRM in Notion

CRMW is a simple Notion CRM template designed to help freelancers, consultants, and small businesses stay organized, track relationships, and build strong CRM habits from day one.

Built around clear daily workflows, CRMW focuses on simplicity, clarity, and thoughtful structure — so your CRM supports your work instead of getting in the way.

Designed by a certified Salesforce Solution Architect, CRMW brings enterprise CRM thinking into a clean, approachable system that works naturally inside Notion.

What CRMW Helps You Do

CRMW helps you:

• Track People, Companies, Deals, and Activities in one connected Notion CRM
• Log calls, emails, meetings, and follow-ups to keep conversations organized
• Work from a speed-to-lead home dashboard with New Leads, Pipeline, and Due Today views
• Maintain clean data with Missing Details and At-Risk views for aging leads and quiet customers
• Use polished record page layouts designed specifically for CRM work
• Get more value from your notes with Notion AI blocks and pre-built prompts for summaries and next steps

Everything is designed to stay simple, clear, and easy to maintain.

Built for Growth

CRMW is a CRM starting system by design.

It helps you organize relationships early, understand your pipeline, and feel confident knowing you’re building on a solid foundation. As your business grows and your needs evolve, you’ll be well prepared to move into a larger CRM with clean data and clear processes.

And when that time comes, CRM Whispers is here to help guide the next step.