The Lightweight CRM

The problem with CRMs

Most client software is built for sales teams of forty. You are not a sales team of forty. You’re a freelancer or a small studio, and what you actually need fits on one page: who you know, what’s in motion, what it’s worth, and who you’ve quietly neglected for three weeks.

Spreadsheets forget. Real CRMs charge monthly for features you’ll never open. The Lightweight CRM sits exactly in between — a Notion template with the discipline of a proper system and the weight of a notebook.

What’s inside

• Dashboard — one home page. Your pipeline board, total and weighted pipeline value (live, calculated), a “follow up next” list, deals closing this month, and recent activity. Three quick-add buttons: new contact, new deal, log interaction.
• Deals pipeline — a kanban board with six stages (Lead → Contacted → Proposal → Negotiation → Won / Lost). Each deal carries its value, a stage-based probability, a weighted forecast, and a “days in stage” counter that gently tells you when something is going stale.
• Contacts — every person, linked to their company and their history. A freshness flag (“Fresh / Due soon / Overdue”) computed from your actual logged interactions — no manual upkeep.
• Companies — organizations with lifetime value and open pipeline rolled up automatically.
• Interactions log — thirty seconds to log a call, email, or meeting. This log powers everything else.
• Weekly review ritual — a built-in template with a five-point checklist. Fifteen minutes on a Friday keeps the entire system honest.
• Start Here guide — a four-minute onboarding page inside the template: setup, customizing stages and tags, changing currency, archiving without deleting.
• Realistic sample data — three worked examples in every database so you see how it’s wired before you clear them.

Five connected databases, 56 configured properties, 17 pre-built views, live rollups and formulas — assembled, tested, and quiet about it.

Who it’s for

Freelancers, consultants, and studios of one to five who have outgrown “I’ll remember” but refuse to pay $29/user/month to be reminded. If your client list fits in your head on a good day and escapes it on a bad one, this is for you.

How delivery works

Instant. At checkout you receive a PDF containing your private duplicate link and a short setup note. Open the link, click Duplicate in Notion, and the entire system — databases, formulas, buttons, sample data, guide — is copied into your own workspace. It works on Notion’s free plan. Lifetime updates: whenever we improve the template, the same download serves the new version.

Specs

• Format: Notion template (duplicate link, delivered via PDF)
• Databases: 5 (Contacts, Companies, Deals, Interactions, Pipeline Stats)
• Views: 17 pre-configured (board, table, calendar, list)
• Automation: Formula-driven; optional one-click automation for paid Notion plans
• Notion plan required: Free plan is enough
• Setup time: Under 5 minutes to duplicate; 15 minutes to make it yours
• Language: English
• Updates: Lifetime, included
• License: Single buyer; use across all your own clients and projects

FAQ

Do I need a paid Notion plan?

No. Everything — databases, formulas, rollups, buttons, the weekly review template — works on Notion’s free plan. There is exactly one optional nicety (auto-stamping the date when a deal changes stage) that uses Notion’s database automations, which are a paid-plan feature; on the free plan it’s a single manual click, and the template explains both paths.

Can my team use it?

Yes. Duplicate the template into a shared teamspace and everyone you’ve invited to your Notion workspace can work in it — the license covers your team’s internal use within one business. What it doesn’t cover is redistributing or reselling the template itself.

What if Notion changes, or the template gets improved?

Your purchase includes lifetime updates. When we ship a new version, your original download link serves the updated PDF with the new duplicate link. Your data always stays in your copy — updates are opt-in, never forced.