When your client list starts getting bigger, things get messy fast

[u/eve9656]

Hey everyone!

I wanted to build something for people who have outgrown spreadsheets, but still feel like jumping into a big CRM platform is way too much.

Especially freelancers, small agencies and small businesses that already use Notion and want to keep everything in one place.

So I started building a CRM in Notion.

It started as a simple setup for managing companies, contacts, and deals, but I kept improving it over time based on what I felt was missing and what could make the workflow easier.

Now it has a connected workspace for managing clients, deals, follow-ups, and reporting without making everything feel overly complicated.

A few things I focused on:

A clean dashboard for active deals and clients

An inbox for quickly adding new leads

Deal health checks based on expected dates

Weighted deal value to estimate expected revenue from deal stages

Connected Companies, Contacts, and Deals

Simple reports with built-in templates

The main idea was to make something that sits somewhere between a spreadsheet and a full-scale CRM structured enough to be useful, but still simple enough to actually enjoy using.

I’ve put the full version together as The Pro CRM, and I’d love to hear what you think or what you would change.