Momentum CRM Pro - Notion Template

Momentum CRM Pro is a focused, execution-first CRM built entirely in Notion. It gives your team a clear pipeline, timely follow-ups, and executive-ready visibility—so you can move deals forward faster and run your revenue motion with confidence.

What makes it different

• Built for speed and clarity. Clean views that highlight what needs action today, not everything all at once.
• Role-based dashboards. Dedicated workspaces for reps, managers, and founders with the exact KPIs and queues each role needs.
• End-to-end pipeline. Manage deals, contacts, companies, communications, and tasks in one connected system.
• Executive-ready insights. Summaries for closed-won performance, at-risk accounts, and stage progression to support decisions and reviews.

What’s inside

• Core databases: Deals, Contacts, Companies, Communications, Tasks
• Pipeline views: Stage board, pipeline by stage (chart), deal lists
• Daily execution: Today’s Tasks, Overdue queues, Quick Add launchers
• Role dashboards:
• Rep: My Pipeline, My Tasks, Overdue
  • Manager: Stage board, Pipeline by Stage (chart), Account 360 — Open Items
  • Founder: Closed Won, Closed Won Sum, At Risk Accounts
• Navigation hub: Central home with guided links to Pipeline, Tasks, Contacts, Companies, Accounts, and Knowledge Base

Who it’s for

• Solo founders and small teams who need a serious pipeline without heavyweight tooling
• Sales teams working primarily from Notion who want reliable follow-ups and clean reporting
• Agencies and studios tracking leads, clients, and deliverables in one system

How it works

• Add or import your data into Contacts, Companies, and Deals
• Use Quick Add and Today’s Tasks to drive daily execution
• Review pipelines and dashboards by role to align on progress, risks, and next steps
• Share executive views for reporting and decision-making

Outcome

• Clear priorities every day
• Fewer missed follow-ups
• Faster, cleaner pipeline reviews
• Better visibility across the revenue motion

Included files

• Momentum CRM Pro Home and Navigation
• Linked dashboards and preconfigured views for each role
• All core databases with ready-to-use filters, sorts, and charts

Support

Built by a Notion Creator. If you find it useful, a review means a lot. Need help or want enhancements? Get in touch anytime.

Ship momentum, not noise. Momentum CRM Pro helps you focus on the work that moves deals forward.