Ultimate CRM Bundle
Three interconnected CRM systems for Notion — deal pipeline, contact manager, and client portal — designed to work together seamlessly.
Overview
A complete client relationship management suite built for Notion. This bundle includes three interconnected systems that handle your full sales workflow: a visual deal pipeline with automated stage progression, a rich contact database with relationship tracking, and a client portal for sharing updates and deliverables.
Unlike standalone CRM templates, these three systems are designed to talk to each other. A deal automatically links to its contact record. A client portal page pulls live data from the pipeline. It is a true CRM ecosystem — not just a pretty Kanban board.
Screenshots
Features
Deal Pipeline
- Visual Kanban board
- Automated stage progression
- Deal value tracking
- Win probability scoring
- Activity timeline
- Automated follow-up reminders
Contact Management
- Rich contact profiles
- Company relationship mapping
- Interaction history log
- Email activity sync
- Custom field support
- Import from CSV
Client Portal
- Shared project pages
- Deliverable tracking
- Client communication log
- File sharing area
- Status update automation
- Branded page templates
What is Included
- Deal Pipeline System template
- Contact Manager template
- Client Portal template
- Integration setup guide (PDF)
- Video walkthrough (60 minutes)
- Revenue dashboard and reporting tools
- Email templates (15 ready-to-use)
Who It is For
Freelancers & Solopreneurs
Manage your entire sales process from lead to repeat client without a bloated CRM. Track deals, nurture relationships, and share professional client portals.
Small Agencies
Give your team a unified view of the sales pipeline. Each team member can see deal status, client history, and upcoming follow-ups in one place.
Consultants & Coaches
Track client engagements over months or years. The relationship timeline and activity log ensure no detail is lost between sessions.
Setup Guide
You will receive three Notion duplicate links after purchase. Start with the Deal Pipeline — duplicate it into your workspace, then connect the Contact Manager using the built-in relation setup guide. Finally, duplicate the Client Portal and link it to your active projects. Full setup takes 45-60 minutes. The video walkthrough demonstrates all three systems working together.
Changelog
- Added revenue forecasting dashboard
- New email integration templates
- Improved client portal design
- Added company relationship mapping
- Improved CSV import workflow
- New follow-up reminder automation
Frequently Asked Questions
Can I use just one part of the bundle?
Does this integrate with my email?
Can my team collaborate on the same CRM?
What Users Say
“I was paying $29/month for Pipedrive and never used half the features. This bundle replaced it completely. The client portal alone has improved my client communication dramatically.”
James Okonkwo
Freelance Web Developer
Quick Facts
Requirements
- Notion account (free plan works)
- Comfortable with Notion databases
- 45-60 minutes for full setup