Simple CRM for Small Business Owners is a clean, easy-to-use Notion system designed to help you manage customers, track sales, and organize client information in one centralized workspace. Perfect for entrepreneurs, freelancers, and small teams who want structure without complexity.
Organized customer tracking systemto manage interactions and client details efficiently.
Built-in sales pipelineto monitor leads and close more deals.
Centralized workspacefor notes, history, and follow-ups in one place.
Simple CRM for Small Business Owners gives you a structured, no-code system to manage your customers, track sales progress, and stay organized without the complexity of expensive CRM software. Built inside Notion, this template helps you move from scattered notes and missed follow-ups to a clear, reliable workflow.
What You Get
Fully functional Notion CRM template
Pre-built sales pipeline system
Customer tracking dashboard
Contents
1. Customer database: contact details & profiles
2. Interaction tracker: notes, follow-ups, and history
3. Sales pipeline: lead → negotiation → closed
4. Task & follow-up management system
5. Organized dashboard for quick overview
Why This Template Matters
Many small businesses lose opportunities due to disorganized customer data and missed follow-ups. Simple CRM for Small Business Owners removes that friction by giving you a clear system to track every lead, interaction, and deal — helping you stay consistent and professional while increasing your chances of closing sales.
Features
Clean and simple interface designed for fast adoption
No-code setup — ready to use instantly in Notion
Scalable structure that grows with your business
Who This Template Is For
Small business owners managing multiple clients
Freelancers and solo entrepreneurs
Anyone needing a simple CRM without complexity
Format & Delivery
Instant access after purchase. Duplicate the Notion template into your workspace and start using immediately. Access link is provided via email and your account dashboard.
Sample
Preview screenshots available above.
Customer Guarantee
LearnStalk Promise: Instant access • 7-day refund • Support via messaging. If the template doesn’t deliver value, contact us and we’ll make it right.
FAQs
How will I receive the template? You’ll get an instant Notion link after purchase; duplicate it into your workspace.
Do I need Notion experience? No — the template is beginner-friendly and easy to navigate.
Refunds? Covered by a 7-day refund policy — contact support with your order details.
Template Overview
Audience Growth & Engagement Tracker is a powerful Notion template designed to help you systematically track audience interactions, measure…
Used to determine whether a user is included in an A / B or Multivariate test.
18 months
_ga
ID used to identify users
2 years
_gali
Used by Google Analytics to determine which links on a page are being clicked
30 seconds
_ga_
ID used to identify users
2 years
_gid
ID used to identify users for 24 hours after last activity
24 hours
_gat
Used to monitor number of Google Analytics server requests when using Google Tag Manager
1 minute
_gac_
Contains information related to marketing campaigns of the user. These are shared with Google AdWords / Google Ads when the Google Ads and Google Analytics accounts are linked together.
90 days
__utma
ID used to identify users and sessions
2 years after last activity
__utmt
Used to monitor number of Google Analytics server requests
10 minutes
__utmb
Used to distinguish new sessions and visits. This cookie is set when the GA.js javascript library is loaded and there is no existing __utmb cookie. The cookie is updated every time data is sent to the Google Analytics server.
30 minutes after last activity
__utmc
Used only with old Urchin versions of Google Analytics and not with GA.js. Was used to distinguish between new sessions and visits at the end of a session.
End of session (browser)
__utmz
Contains information about the traffic source or campaign that directed user to the website. The cookie is set when the GA.js javascript is loaded and updated when data is sent to the Google Anaytics server
6 months after last activity
__utmv
Contains custom information set by the web developer via the _setCustomVar method in Google Analytics. This cookie is updated every time new data is sent to the Google Analytics server.
2 years after last activity
SourceBuster is used by WooCommerce for order attribution based on user source.
Name
Description
Duration
sbjs_session
The number of page views in this session and the current page path
30 minutes
sbjs_udata
Information about the visitor’s user agent, such as IP, the browser, and the device type
session
sbjs_first
Traffic origin information for the visitor’s first visit to your store (only applicable if the visitor returns before the session expires)
session
sbjs_current
Traffic origin information for the visitor’s current visit to your store
session
sbjs_first_add
Timestamp, referring URL, and entry page for your visitor’s first visit to your store (only applicable if the visitor returns before the session expires)
session
sbjs_current_add
Timestamp, referring URL, and entry page for your visitor’s current visit to your store
session
sbjs_migrations
Technical data to help with migrations between different versions of the tracking feature
