CRM Lite

Description

Stay on top of your clients, deals, and follow-ups—all in one clean, easy-to-use Notion dashboard. Perfect for freelancers, solopreneurs, and small teams who need a lightweight, no-fuss CRM that gets the job done.

This Lite version gives you just what you need to stay organized and in control, without the overwhelm.

Perfect for freelancers, small teams, or anyone who wants a streamlined CRM without the clutter.

What’s inside:

• A cleandashboard
  Keep tasks, contacts, and deals all in one place

• Task calendar
  Track what’s next and stay on schedule

• Contacts database
  Manage your customer relationships

• Deals tracker
  Connects directly to your contacts

• Visual pipeline view
  Monitor revenue progress and upcoming returns

• Minimal setup
  Just open and start using it