The lead CRM that runs our studio. Yours, free.
Leads land, get triaged, and file themselves into Notion with priority, deal size, a suggested tier, and a respond-by date — the exact setup we dogfood on our own front door. Grab the template plus a 5-minute setup guide.
A triaged Leads database
Every enquiry as a tagged record — Priority, Deal size, Suggested tier, and a respond-by date, so nothing sits unseen.
A linked Tasks database
Action steps auto-related to each lead by a two-way relation — the follow-ups that usually slip, tracked.
The triage logic
The rules that turn a raw enquiry into an action-ready record — budget → deal size, timeline → priority, and a suggested engagement tier.
Works in any Notion
No paid plan, no setup headache. Duplicate it into your workspace and you're running in minutes.
Drop your email
Above. That's the only thing we need.
We send it over
The template link plus a 5-minute setup guide, straight to your inbox.
Duplicate & go
One click into your Notion workspace and it's yours to keep.
Built for small teams, freelancers and agencies who track leads in spreadsheets or a shared inbox and want a simple, organized sales pipeline in Notion — without standing up a heavy CRM. If you can fill in a form, you can run it.
Is the Notion CRM template really free?
Yes — it's completely free to duplicate into your own Notion. No payment, no trial. Enter your email and we send the link plus a short setup guide.
Do I need a paid Notion plan to use it?
No. It works on the free Notion plan — duplicate it and start adding leads right away.
What's included in the template?
Two connected databases: a Leads database that auto-triages each lead (priority, deal size, suggested tier and a respond-by date, all computed by formula) and a linked Tasks database for follow-ups — plus a ready-to-share intake form and useful board and table views.
How is it different from a CRM like HubSpot or Salesforce?
It's lighter and lives inside the Notion you already use — no new tool to learn and no per-seat fees. It covers the core a small team needs: capture, triage and follow-up.
What's the difference between the free template and Handoff's paid service?
The template is the manual CRM. Handoff builds the automation on top: a web form feeds an AI that reads each lead, writes a triage brief, creates the follow-up tasks and posts to Slack — with no typing.
How do I get the template?
Enter your email above. We send the duplicate link and a 5-minute setup guide, and it is yours to keep.
Want the whole pipeline built for you?
This template is the CRM. We build the rest — form → AI triage → Notion → Slack, no keyboard touched — fixed price, no sales call.
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