My latest project is a CRM for freelancers and small teams.

Instead of focusing on aesthetics, I tried to make it practical:

• Lead tracking • Revenue forecasting • Connected contacts and companies • Follow-up visibility

I'd genuinely appreciate feedback from people who use CRMs in their business.

What would you add or remove?

​Hey everyone,

​I published my Notion Pro CRM on the Notion marketplace. It’s designed specifically for freelancers and small businesses who want a clean, minimal, and dark-themed workspace to manage their clients and deals.

​Here is a quick breakdown of how it works:

​Active View: Your main working dashboard to keep track of everything happening right now.

​Inbox View: A quick-add section to dump new leads on the go without cluttering your active work.

​Health Check Formula: Automatically shows if a deal is on track, closing soon, late, or done based on expected dates.

​Weighted Value Formula: Calculates your expected revenue automatically based on which stage the deal is in.

​Seamless Connections: Companies, Contacts, and Deals are all connected, so updating a status moves everything automatically.

​If you're looking for an aesthetic and automated way to clear the client chaos, the link to the template is in the comments

​I’d genuinely love to hear your thoughts or any feedback on this setup.