Free Claude-powered template
Notion CRM
A free Claude-Powered Notion CRM template. Duplicate it, keep your deal context current from the work you already do, and grow into more when you're ready.
The free Notion tier is fine. You'll want a paid Claude plan on any tier, because free Claude doesn't run skills.
- Free. The copy in your workspace is yours.
- Minutes to set up
- Salesforce stays your system of record
What the Notion CRM is
The Claude-Powered Notion CRM is a free template you duplicate into your own Notion workspace and run yourself. It gives you one home for accounts, contacts, and deals, and it's built so Claude can read and update that context from the work you already do, today, through Cowork.
It plugs into the CRM you already run and complements it. Salesforce stays your system of record; the Notion CRM keeps the deal context around it current, so the record reflects what actually happened.
What's inside the template
Accounts, contacts, and deals, tied together with clean fields and clear ownership. A simplified version of the build we do for customers, sized for one person to run.
Accounts
The companies you sell to. Each one gets a single home, so everything you know about the relationship lives in one place.
Contacts
The people behind every deal, tied to their accounts, so who you're selling to stays readable, by you and by Claude.
Deals & pipeline
Every opportunity and its stage, tracked in one place: the pipeline view of what's moving and what's stuck.
Deal context capture
Room for the context that usually lives in your head, kept current from calls, messages, and docs instead of re-typed.
Clean fields & ownership
Clear ownership and readable fields on every record, so Claude acts on current data instead of guessing.
Built for Claude
A structure Claude can read and update through Cowork. That's what makes it Claude-powered rather than just tidy.
How it works
Three steps from an empty workspace to a CRM that stays current from your real work.
- 1
Duplicate the template
Open the listing on the Notion Marketplace and duplicate it into your own workspace. The whole CRM structure comes with it: nothing to buy, nothing to install.
- 2
Connect Claude, through Cowork
Point Claude at the workspace and seed it with the accounts, contacts, and open deals you're working. Now the structure is something Claude can read.
- 3
It fills itself from your real work
Claude reads and updates the record from your calls, messages, and docs, instead of asking you to re-type what you already did.
And Salesforce? It stays your system of record. The Notion CRM keeps the deal context around it current. Salesforce stays as it is.
The setup, in detail
Duplicate from the Notion Marketplace
Open the template listing and duplicate it into your own Notion workspace. You get the full CRM structure: Accounts, Contacts, and Deals, ready to run in a few minutes. The copy in your workspace is yours.
Add your accounts and deals
Drop in the accounts, contacts, and open deals you're working today. This becomes the one place your deal context lives, instead of scattered across your head and your inbox.
Bring Claude to it, through Cowork
Point Claude at the workspace. Because the fields are clean and the ownership is clear, Claude can read the record, see what's current, and update it from the work you already do: calls, messages, and docs.
Run it alongside Salesforce
Keep Salesforce as your system of record. The Notion CRM keeps deal context current around the CRM you already run. Salesforce stays as it is.
What each database does
The template ships with three databases and a shared structure that ties them together.
Accounts
Database
Holds the companies you sell to. Each account is one record, the single place everything you know about the company lives, current and readable.
Contacts
Database
Holds the people on each deal, connected to their accounts. Who you're selling to stays legible to you, to your team, and to Claude.
Deals
Database
Tracks every opportunity and its stage, with room for the context that usually lives in your head. This is where the pipeline lives, and where Claude keeps the story of each deal current.
The shared structure
Structure
Clean fields and clear ownership tie the databases together, so Claude can act on current, readable data instead of guessing. It is a simplified version of the build we do for customers, sized down to something you can run on your own.
How Claude keeps it current, through Cowork
Claude does not guess at your pipeline. It works from clean fields and clear owners that it can read and update.
Your real work
Calls, messages, and docs: the work you're already doing.
Claude, through Cowork
Reads the structure and updates the record from that work.
The Notion CRM
Accounts, contacts, and deals: current, readable, in one home.
Salesforce stays your system of record. The Notion CRM plugs into the CRM you already run and keeps the deal context around it current.
The template's clean fields and clear ownership are what make this work. Because the structure is clean, Claude can tell what's current, update the right record, and keep the deal context readable, instead of asking you to re-type what you already did.
The free template vs a team version
The free template is for one person running a pipeline on their own. A team version is for a revenue team that shares one record.
The free template
Run it yourself, starting today.
- The full structure: Accounts, Contacts, and Deals.
- Built so Claude can read and update the record, through Cowork.
- You keep it current by working with Claude.
- The copy in your workspace is yours.
- Works alongside the CRM you already run.
A team version
For a revenue team that shares one record.
We build the data model, skills, and dashboards around your sales process, in your own Claude and database accounts. We picked the best agent harness and the best database. You own what we build for you: the skill files, the dashboards, the data model and your data. If you ever want to move one or both, you can. Every handover includes an export of your data in open formats and documentation of the data model. Our own methods and tools stay ours.
Two ways to run it
Duplicate it for yourself in minutes, or make it the way your whole revenue team works.
For you
Run it yourself
Duplicate the free template and start today. The copy in your workspace is yours, and Claude keeps your deal context current from the work you already do, through Cowork.
For your revenue team
Build it for your team
Standing this up for one person is a duplicate. Standing it up for a revenue team is a build: a shared record, skills written for your sales process, and Salesforce staying the system of record for everyone. A team build adds dashboards and a data model designed for your pipeline.
Not sure where it fits? Get a free savings estimate →
Frequently asked questions
What is the Claude-Powered Notion CRM?
What's inside the Notion CRM template?
How much does the Notion CRM template cost?
How does Claude keep the Notion CRM current?
Does the Notion CRM work with Salesforce?
Do I need anything besides Notion to use the template?
What does a team version include?
How do I roll the Notion CRM out to my team?
Start with the free Notion CRM
Duplicate the Claude-Powered Notion CRM template and keep your deal context current from the work you already do. When you're ready for a team version, see what it looks like.