10+ Best Business Notion Templates

If you're an entrepreneur, freelancer, or small business owner, you may find it difficult to manage every aspect of your business. Between keeping track of your meetings, client outreach, projects, finances, etc. it's easy to feel overwhelmed with everything you have on your plate.

With that in mind, if you're searching for effective tools to fix your workflows and become more organized, look no further than these templates for Notion. This all-in-one project management software is revolutionizing collaboration and work organization. In this post, we've curated a collection of more than 10 of the best business Notion templates that will assist you in launching, managing, and scaling your business effortlessly.

1. Notion Agency Kit Template

The Notion Agency Kit is the perfect choice for any marketing, creative or growth agency looking to streamline and manage their business. This Notion template provides all the tools you need to keep track of projects, tasks, clients, finances, assets, notes, calendar items, goals and more. It's designed to help you stay organized and on top of everything you need to run your business efficiently. With it, you'll be able to make sure you never miss an important task or deadline. To find more Notion templates for business, check out Matt's shop.

Features:

  • Sales CRM
  • Project manager
  • Finance tracker
  • Task manager
  • Outreach & contact management
  • Client portal
  • Meeting tracker
  • Notes database
  • Shareable invoices

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2. Notion Freelancer Kit Template

Use this workspace to manage all aspects of your business, from tasks and projects to client management and goal tracking. With the Notion Freelancer Kit you can easily create and manage tasks and projects, and track your progress to ensure that you meet your deadlines and deliverables. The template also provides an easy-to-use interface for managing clients, including client onboarding, contact details, and project history. It has quickly become one of the most popular Notion solutions for new and experienced freelancers.

Features:

  • Full Sales CRM
  • Project Manager
  • Task Manager
  • Invoice Creator
  • Finance Manager
  • Client List
  • Goals & Milestones Tracker
  • Asset Library
  • Notes Storage

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3. Notion Business Hub

The Business Hub is a great option for a Notion template for starting a business. This sleek dashboard is equipped with everything you need to launch and grow a product-based business that you can scale either solo or with a team. You can manage & track your products, marketing, and growth, teams, projects, tasks, strategies, brand and brandings, OKRs (Objectives and Key Results, KPIs (Key Performance Indicators), budgets, research, user testing, analysis, and finance and everything else you can imagine and you need in your journey to build, run and succeed in your business. Your business tools should make your job as a Leader, or as a Player in small or big teams easier, faster, and better.

Features:

  • Brand strategy dashboard
  • Brand Identity dashboard
  • Product management dashboard
  • User research dashboard
  • Marketing management
  • Marketing strategy dashboard
  • Market research dashboard
  • Plans & Goals dashboard
  • Company objectives
  • Briefs management dashboard
  • KPI management dashboard
  • Sprints & Retrospective dashboard
  • Financial accounting dashboard

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4. Notion Sales CRM

If you want to keep things simple and focus on your sales pipeline, the Notion Sales CRM will be perfect for you. This easy-to-use dashboard will help you stay focused on client outreach, and completing their projects. This template is great for small businesses, agencies or freelancers that who want to start small and work their way up to a more complex workspace. You can find more small to medium sized Notion templates like this one by checking out the Notionland Template Gallery.

Features:

  • Sales Pipeline
  • Project Manager
  • Client Database
  • Calendar View
  • Notes Database

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5. Notion Content Creator Template

In today's era of social media, it's more important than ever that your business has an audience. While the rest of the Notion templates in this post will help you win clients and scale, this template is to help you grow your social media presence and attract more potential business. Easily manage every aspect of your content creation journey in one place. The creator has taken their 5+ years experience in social media marketing to create a one-stop-shop for your content, planning, partnerships, goals, tasks and more. This Notion template solves the issues of unorganized content planning, losing track of brand collaborations, difficulties managing tasks, to name a few. Enjoy an easy-to-use approach to content creation that cuts out the clutter so you can focus on building your audience.

Features:

  • Content Draft Creator (with templates for Instagram, YouTube. TikTok, Twitter, Twitch, Discord and Facebook)
  • Content Calendar
  • Task Manager
  • Goals & Milestones Tracker
  • Sections for Draft, Upcoming and Published Content
  • Asset Library
  • Efficiency automations for every page

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6. Notion Upwork Freelancer Template

Organize and manage your business with the first ever all-in-one Notion workspace for Upwork freelancers. This Notion template is packed with everything you need to manage your jobs from Upwork, complete tasks faster, focus on what's important, manage your finances, and more. It's the ultimate Notion dashboard for Upwork freelancers that want to take their business to the next level.

Features:

  • Job Manager
  • Task Manager
  • Client Database
  • Proposal Storage
  • Profile Database
  • Client Testimonials
  • Goals & Milestones Tracker
  • Notes Storage
  • Freelance Resources

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7. Notion Freelance Starter Kit

This kit is unique in the fact that it combines 5 Notion templates into one. For example, it includes the freelancer board which is a great solution for those looking to streamline their work process and stay organized. It also comes with templates to help you set estimated values for your projects, manage clients, plan your social media content, and monitor your progress as a business.

Features:

  • 5 Templates Total
  • Freelancer Board
  • Ultimate Time Tracker
  • Ultimate CRM Board
  • Social Content Planner
  • Creative Board

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8. Notion E-Commerce OS

An all-in-one toolkit for ecommerce, this Notion template gives you everything you need to manage your inventory, customers or finances. The Notion Ecommerce OS is great for online shops of any size that have the goal of streamlining their workflow and becoming more organized. If you sell on Shopify, GoDaddy or elsewhere, you should check this one out.

Features:

  • Inventory Tracker
  • Customer Tracker
  • Orders/Sales Tracker
  • Invoice Tracker
  • Accounts Tracker
  • Income & Expenses Tracker
  • Subscription Tracker
  • Objectives and Key Results
  • Content Calendar

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9. Notion Enterprise OS

Enterprise OS turns Notion into your central tool for managing projects, clients, content calendar, finances and company wiki. Save both time and money when you have everything organized in one place. This comprehensive Notion dashboard makes it easier to manage and grow your business daily.

Features:

  • Company Dashboard
  • Individual Dashboards
  • Projects & Tasks
  • Meetings & Events
  • Objectives & Key Results
  • Clients & Companies
  • Expenses & Subscriptions
  • Content Calendar & Platforms
  • Team Directory
  • Documents & Resources

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10. Business Plan Workspace

60-page business plans built on Microsoft Word are obsolete. However, just because the technique is obsolete does not mean that business plans are not valuable. Using the right tools, building a business plan can be a key factor in the success of a project. Use this Notion template to build an interactive and shareable plan you can use for your business.

Features:

  • General Dashboard
  • Automations
  • Business Plan Database
  • Milestones Database
  • Documentation Database

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11. Notion Freelance OS

Manage your entire freelance process in Notion. The Freelance OS template is an all-in-one toolkit you need to manage your projects, clients, or finances. Review your daily to-do list and focus on your highest priority work with an intuitive dashboard that cuts out the clutter. This Notion template even includes a version optimized for mobile so you can manage your freelance business on the go.

Features:

  • Client CRM
  • Project & task management
  • Calendar events
  • Meeting notes
  • Invoice tracking
  • Income & expense tracking
  • Subscription tracking

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12. Notion Invoice Manager

Create, share and save invoices in minutes. With the Notion Invoice Manager you can easily manage all of your business invoices for every client. Use this convenient dashboard to track sent invoices, who you are awaiting payment from and who has already paid. Track your business's income and effortlessly keep tabs on your cashflow.

Features:

  • Customizable Invoice Template
  • Invoice Sharing
  • Storage for Your Invoices
  • Unpaid Invoice Tracker
  • Filter Options

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13. Notion Project Proposal

If you want to win more clients, you'll need an effective project proposal to send them. The Notion Project Proposal template is perfect for any agency or freelancer that wants to acquire more clients and build their business.
When you are trying to win a client, it's important that your offer is clear and concise. You must describe the problem the client is currently facing, how you plan to solve it, the services involved, the cost of each service, and the timeline for the project. Sometimes these details can be hard to articulate and organize. This template fixes all of that. Quickly create and share proposals with your potential clients so you can close deals faster.

Features:

  • Customizable Proposal Template
  • Overview
  • Goals
  • Deliverables & Pricing
  • Timeline
  • Notion AI automations
  • Share as link or PDF

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In this modern era of entrepreneurship it's become easier than ever to launch your own company or start your own side hustle. We're confident that any of these templates will help you manage your work day-to-day and set you up for success.

You can find more Notion templates for business by checking out the Notionland Template Gallery.

Article by
Matt Hamilton
October 3, 2023
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