TidyUp your business - CRM Notion CRM template for small businesses

Run your business without the scattered spreadsheets, notes, and endless tabs.

TidyUp Your Business — CRM is an all-in-one Notion workspace designed to bring your entire business workflow together in one organized system.

From capturing a new lead and closing a deal to managing client projects and keeping track of ongoing customer requests, everything is connected — so you always know what needs your attention.

What’s inside?

• Leads & sales pipeline
• Deals & revenue
• Companies & contacts
• Projects & tasks
• Contracts
• Customer service requests
• Notes & important information

Connected databases allow information to flow throughout your workspace, reducing duplicate work and giving you a clear overview of your business.

Who is this template for?

This template is a great fit for:

• Consulting & advisory firms
• Marketing, content, design & social media agencies
• Construction & contracting businesses
• Membership-based businesses
• Recruitment & staffing agencies
• Coaching & training businesses
• Event & project-based businesses
• Other service-based businesses

Built to fit your business

Every business works differently, but the core workflow often stays the same: turn leads into deals, deals into clients, and clients into successful projects.

With connected databases for sales, contacts, projects, tasks, contracts, customer service, and more, you can adapt the CRM to your own processes without having to build your entire business workspace from scratch.

Less clutter. More focus.

Less searching. Less scattered information. More time to focus on growing your business.

One workspace. Your entire workflow. A tidier business.