Ultimate CRM Bundle — Launch Offer
Current Price
$69
Original Price
$89
You Save
Save $20
Value Intelligence
Quick Facts
- Category
- Bundles
- Platform
- Notion
- Deal Type
- Launch Offer
- Expires
- Aug 15, 2026
- Rating
- 4.8 (892)
- Updated
- Aug 3, 2026
Templotix may earn a commission. This does not affect our editorial assessment.
Current Offer
The Ultimate CRM Bundle is our newest Studio product — three purpose-built CRM systems that work together: a Deal Pipeline, a Contact Manager, and a Client Portal. This launch offer gives you $20 off the regular price of $89.
Unlike general-purpose CRM templates that try to do everything in one database, the Ultimate CRM Bundle uses a three-system architecture. The Deal Pipeline tracks opportunities through stages with probability-weighted forecasting. The Contact Manager stores detailed relationship histories, communication logs, and custom fields. The Client Portal creates shareable views for each client with project status, invoices, and document sharing.
This is the most sophisticated CRM template we have ever built. It rivals dedicated CRM software for small business use cases while maintaining the flexibility and customizability that makes Notion special.
Price Context
The Ultimate CRM Bundle will eventually sell for $89. At launch pricing of $69, you save $20 — about 22%. Comparable CRM software costs $12-$50 per user per month, meaning this template pays for itself within 2-6 months compared to SaaS alternatives. Other Notion CRM templates typically cost $29-$59 for single-database systems.
Screenshots
Key Features
Three-System Architecture
Deal Pipeline, Contact Manager, and Client Portal — each purpose-built, all connected through relations.
Probability-Weighted Forecasting
Assign probability percentages to each deal stage and see revenue forecasts update automatically through rollups and formulas.
Client Portal Views
Create shareable Notion pages for each client showing project status, invoices, and shared documents without exposing internal CRM data.
Activity Timeline
Automatic activity logging across all three systems — see every interaction with every contact in chronological order.
What's Included
Pros
- Launch pricing saves $20 off the regular price
- Most sophisticated CRM template Templotix has built
- Three-system architecture is genuinely innovative
- Rivals dedicated CRM software for small business use
- Beautiful, professional design that clients will see
Cons
- Launch price only available until Aug 15
- Larger template — requires more setup time than simpler systems
- Not ideal for enterprise-scale CRM needs
- New product — fewer community reviews than established alternatives
Editorial Verdict
The Ultimate CRM Bundle is the most ambitious Studio product to date, and the launch pricing makes it an easy recommendation for anyone in the market for a Notion-based CRM. The three-system architecture is not a gimmick — it genuinely solves the problem of CRM templates trying to do too much in one database. At $69, this is a steal compared to even one month of most SaaS CRM subscriptions. The launch window is short, so if you need a CRM and use Notion, do not overthink this one.
Who Should Buy
- Small businesses and freelancers who need CRM without SaaS subscriptions
- Anyone frustrated with bloated CRM software who wants Notion flexibility
- Teams of 1-10 people managing client relationships
- People who like the idea of owning their CRM data in Notion
Who Should Wait
- Enterprise teams needing advanced CRM features like workflow automation
- People who only need basic contact storage — simpler templates exist
- If you are happy with your current CRM — this is an upgrade, not a necessity
- Wait for more community reviews if you are risk-averse about new products
Alternatives to Consider
Frequently Asked Questions
Affiliate Disclosure
Templotix may earn a commission when you purchase through links on this page. This never influences our recommendations — if a deal is not worth it, we say so plainly, regardless of commission potential.
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