Notion template · 3 linked databases
A tiny CRM that remembers who to call for you.
Pocket CRM keeps your contacts, deals and follow-ups in three linked Notion databases. Open it in the morning, see who's due today, tick them off. That's the whole system.
From €0 · duplicate it into your own Notion workspace
Pocket CRM · Freelance Clients
Welcome! Your contacts, deals and follow-ups live in three linked databases below. New here? Open 👋 Start here first.
🔔 Today 4 follow-ups left
💶 Pipeline
Talking · 2
Brightvolt ebike launch€2,800
Kiln rebrand€4,500
Proposal · 2
Crumb & Co menu site€1,900
Paperlane covers€1,200
Won · 1
Fernhill packaging€3,200
Open pipeline, weighted: €6,495
the daily loop
Your morning, in three steps.
No dashboards to maintain. Pocket CRM is built around one habit: a five-minute look at who you owe a message.
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Step 1
Open Today
The home page lists every follow-up that's due or overdue. Nothing else competes for your attention.
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Step 2
Reach out, tick Done
Send the email, make the call, tick the box. The item drops off the list and the contact's history stays linked.
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Step 3
Book the next one
Add the next follow-up with a due date, or move the deal one stage along. Tomorrow's list builds itself.
take a look around
Three databases. One calm home.
👥 Contacts Board · By relationship
Name · Company · Email · Phone · Website · Source · Tags · Last contacted · Next follow-up
Lead · 2
Lena Hartmann
Studio Kiln · Founder
Referral Next: Oct 26
Jonas Lindqvist
Brightvolt Bikes · Marketing lead
LinkedIn Next: Oct 29
Active client · 2
Mira Okafor
Fernhill Tea Co. · Co-founder
Repeat Next: Oct 26
Priya Raman
Crumb & Co Bakery · Owner
Referral Next: Oct 22
Past client · 1
Tomás Ferreira
Northpeak Outdoors · Brand manager
Website Next: Oct 26
Partner · 1
Sam Achebe
Paperlane Press · Art director
Event Next: Nov 3
💶 Deals Board · Pipeline
Weighted value = Value × Probability (a formula, already set up)
Lead · 1
Paperlane spring list
Sam Achebe
€90010%
Talking · 2
Brightvolt ebike launch
Jonas Lindqvist
€2,80030%
Kiln rebrand
Lena Hartmann
€4,50025%
Proposal sent · 2
Crumb & Co menu site
Priya Raman
€1,90060%
Paperlane covers
Sam Achebe
€1,20050%
Negotiating · 1
Northpeak catalogue
Tomás Ferreira
€3,60075%
Won · 1
Fernhill packaging
Mira Okafor
€3,200100%
🔔 Follow-ups Table · Open
Also: a Calendar view by due date
| Follow-up | Contact | Due | Channel | When |
|---|---|---|---|---|
| Send revised quote | Priya Raman | Oct 22 | ✉️ Email | Overdue |
| Check in after launch | Mira Okafor | Oct 26 | 💬 Message | Today |
| Call about spring catalogue | Tomás Ferreira | Oct 26 | 📞 Call | Today |
| Share ebike launch ideas | Jonas Lindqvist | Oct 29 | 🤝 Meeting | Upcoming |
| Send cover sketches | Sam Achebe | Nov 3 | ✉️ Email | Upcoming |
This page recreates the Notion views in HTML. All names and companies are fictional sample data.
how it fits together
Everything links back to a person.
Open any contact and you see their deals and every follow-up you've logged. Open a deal and its next step is right there. Notion relations do the work, so there's nothing to sync.
- ✓Contacts ↔ Deals and Follow-ups (two-way relations)
- ✓Deals carry Stage, Value, Probability and an automatic Weighted value
- ✓Follow-ups label themselves Overdue, Today or Upcoming with a formula
what you get
What's inside
Home page
Today list, compact pipeline board and a "Reach out this week" view, with a 3-step morning checklist.
Contacts database
Relationship, source, tags, last contacted and next follow-up, plus a board grouped by relationship.
Deals database
Six stages from Lead to Won or Lost, value in €, probability and a weighted value formula.
Follow-ups database
Due date, channel, priority and a "When" label, with Calendar and Open views.
Start here guide
How to duplicate it, clear the sample data, rename stages and set up your daily loop.
Custom covers
Four illustrated page covers, plus a PDF and HTML setup guide in the download.
FormatNotion (duplicate link)
Works withNotion web, desktop & mobile
Sample dataFictional, easy to delete
Questions
Do I need a paid Notion plan?
It uses standard Notion features: databases, relations, formulas and board, table and calendar views. We built it without any paid add-ons. Check Notion's current plan limits for your workspace.
How do I get it into my workspace?
After checkout you get a link. Open it, click Duplicate in the top-right corner, and pick your workspace. The setup guide in the download walks you through it.
Can I change the stages and fields?
Yes. It's your copy. Rename stages, add properties, change the currency. The Start here page shows where each setting lives.
Is the sample data real?
No. Every person, company and email is made up (emails use the reserved .example domain). Delete it when you're ready to add your own.
Why is it free?
It's pay what you want, starting at €0. If it saves you a lost lead, a few euros helps us keep making templates.