CRM Lab

CRM Lab: The Simple Notion Client Relationship Manager

Created by VISFEC | For Freelancers, Consultants, and Small Business Owners

CRM Lab is a Notion-powered client relationship management system designed to help you:

• Track client details and interactions.
• Manage follow-ups and stay on top of communication.
• Keep all your client information organized and easily accessible.

Whether you’re a freelancer, consultant, or small business owner, CRM Lab helps you manage clients with ease—without the complexity of traditional CRMs.

✅ What You’ll Get

• 📇 A customizable CRM dashboard in Notion.
• 📝 Contact manager with client details and interaction tracking.
• 📅 Built-in reminders for follow-ups and outreach.
• 📂 Sections for meeting notes, service history, and links.
• 🔍 Easy-to-use pipeline with views like “New,” “In Contact,” and “Closed.”

👥 Who’s It For?

• Freelancers and consultants managing client lists.
• Small business owners tracking customer relationships.
• Notion users needing a lightweight CRM solution.
• Anyone tired of messy spreadsheets.

💡 Why CRM Lab Works

• ✅ Visual & beginner-friendly.
• ✅ 100% Notion – no subscriptions or external tools needed.
• ✅ One-time purchase with lifetime access.
• ✅ Includes a setup guide to get started.
• ✅ Scales with your business as you grow.

Preview:

https://humorous-territory-8d0.notion.site/CRM-Lab-Preview-1f9b11d83b61809c9503fe62e2d4e4ab?source=copy_link