Company Templates: 10 Systems to Run CRM, HR, and Project Management All in Notion

Jane Pulse

June 1, 2025
6 Min Read

Do you find managing your company’s CRM, HR, and project management systems a daunting challenge? Surprisingly, a single digital tool might be the solution you need. According to a study by TechJury, 80% of businesses still struggle with fragmented productivity tools that make collaboration and data management a nightmare.

However, integrating all your essential business operations into a single, robust tool like Notion can make a world of difference. With “company templates to run CRM, HR, and project management all in Notion,” you can streamline your workflow, enhance team collaboration, and keep everything organized under one “Notion” roof (pun intended).

Template Overview

What Are Notion Company Templates?

Notion Company Templates are pre-designed workspaces that allow you to centralize customer relationship management (CRM), human resources (HR) processes, and project management all within Notion. These templates are designed for small businesses, startups, or even larger organizations aiming for a cohesive digital workspace.

Who Are They For?

These templates are ideal for entrepreneurs, project managers, HR executives, and anyone who wants an integrated solution to manage their company’s crucial operations. They cater to a diverse audience ranging from small business owners who need a centralized system to teams in established companies seeking a unified workflow.

How Do They Stand Out?

Unlike other digital tools that require multiple subscriptions and constant switching between platforms, Notion Company Templates bring everything together. This makes it easy to track customer interactions, manage employee information, and handle project timelines all within one application.

Time to Set Up

Setting up company templates on Notion is a breeze. Typically, it takes just about 15 minutes to get everything up and running—50% faster than most digital planning tools. Here’s how:

Duplicate the company template into your Notion workspace.
Customize the CRM, HR, and project management sections based on your company needs.
Start adding your contacts, employee details, and project tasks immediately.

Step-by-Step Guide to Using the Template

Step 1: Duplicate the Template

Navigate to the company template you want to use.
Click “Duplicate” at the top right-hand corner to save it to your Notion workspace.

Step 2: Customizing Your CRM

Contacts Database: Add your customer data such as name, contact information, last interaction, and follow-up actions.
Sales Pipeline: Define stages such as “Lead,” “Qualified,” “Proposal Sent,” and “Closed Won.”
Customer Notes: Use linked databases to keep track of all interactions with each client.

Step 3: Setting Up HR Processes

Employee Database: Include fields such as name, contact details, position, salary, onboarding date, and performance reviews.
Leave Management: Create a database for leave requests along with approval workflows.
Benefits and Compensation: Document employee benefits and compensation packages clearly.

Step 4: Managing Your Projects

Tasks Database: List tasks with descriptions, assignees, due dates, and statuses (e.g., “To Do,” “In Progress,” “Done”).
Project Timeline: Utilize Notion’s timeline view to visualize project milestones and deadlines.
Collaboration: Use inline comments and mentions to keep everyone involved and updated.

Productivity Gains & Data Insights

Research Insights

Studies indicate that switching between multiple tools can waste up to 10 minutes per hour. By centralizing CRM, HR, and project management into one Notion workspace, you save valuable time that can be redirected towards productive activities. Furthermore, a report by Atlassian indicates that integrated project management tools can increase team productivity by as much as 25%.

How Notion Templates Support Your Goals

CRM: Gain a 360-degree view of your customer interactions and sales funnel.
HR: Streamline employee management and keep all HR-related information in one place, improving response times and compliance.
Project Management: Real-time collaboration and task tracking increase project success rates and timeliness.

Customizing for Your Workflow

Modifications Based on User Needs

Depending on your company size and industry, customization might be necessary. Here are a few ideas:

For Freelancers: Focus on CRM and project management while minimizing the HR module.
For Large Teams: Enhance CRM and HR modules with more detailed workflows and integration options.

Alternative Blocks and Widgets

Integrate Calendars: Use Notion’s calendar widget to keep track of important dates.
API Integrations: Link Notion to other tools like Slack, Google Calendar, and Trello for a more connected workflow.
Design Tweaks: Customize template colors and layouts to make it more visually appealing and intuitive for your team.

Common Mistakes to Avoid

Typical Errors and How to Avoid Them

Overcomplicating with too many databases: Start with a few essential databases and expand as needed.
Neglecting regular updates: Make it a weekly habit to update and review your CRM, HR, and project management databases.
Ignoring integrations: Use Notion’s API to connect other tools such as email or task management apps for a unified experience.

Maintaining & Updating Your System

Weekly Reviews

Review and update your CRM to keep track of new contacts and follow-ups.
Update employee databases regularly for any new onboarding or status changes.
Go through your project management boards to make sure that all tasks are on track.

Automation Tools

Use Zapier to automate data entry across various databases.
Implement Make to create workflows that make it easier to capture and process data within Notion.

Conclusion

Using company templates to run CRM, HR, and project management all in Notion is a game-changer. It brings all crucial business processes under one roof, making management more efficient and cohesive. With such a system in place, you save time, boost focus, and ensure seamless collaboration across your team.

Ready to transform how you manage your business operations? Download your Notion Company Template here and get started today!

FAQs

Do I need a paid Notion account to use this template?

No, you can start with a free Notion account to use and customize most templates. However, a paid plan offers additional features such as unlimited file uploads and guest access.

Absolutely! Notion makes it easy to share your workspace and collaborate in real-time with your team members.

How do I reset the template for a new week/month?

Most templates come with a “refresh” button or instructions included in the template itself. However, manually updating the dates and archiving previous weeks/months usually works well.

What’s the best way to integrate this with Google Calendar?

Notion has a built-in integration where you can embed Google Calendar directly into any page within your workspace. Additionally, third-party tools like Zapier can help automate syncing between Notion and Google Calendar.

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