By Fennec Press — fennecpress.com

A CRM that lives in Notion instead of costing $50/month. Track leads, manage clients, log every call and email, and watch deals move through your pipeline. Click a client and see their full history — interactions, projects, invoices, and follow-up dates.

🚀 Quick Navigation

• 📚 Getting Started & Instructions — Start here
• 👥 Client Directory — All clients and contact info
• 🎯 Sales Pipeline — Lead tracking and deal stages
• 📞 Interaction Log — Calls, emails, and meeting notes
• 📋 Projects & Jobs — Active work by client
• 💰 Invoice Tracker — Billing and payment status
• 📅 Follow-Up Calendar — Scheduled touchpoints
• 📊 Reports & Metrics — Revenue, conversion rates, retention

💡 How to use this template: Click "Duplicate" in the top right to add this to your Notion. The sample pipeline has example clients and deals loaded so you can see how it works before making it yours.

Built by Fennec Press — fennecpress.com | Business templates and tools for 25+ industries.

Client Directory

Sales Pipeline

Interaction Log

Projects & Jobs