Table of contents
- What You Get When Your Pipeline Lives in Notion
- Top Sales Pipeline Templates for Notion
- 1. Sales Pipeline with Automations
- 2. Sales Pipeline Kanban
- 3. DealFlow OS — CRM & Sales Pipeline System
- 4. Sales Pipeline & Forecast
- 5. Real Estate Sales Pipeline (CRM)
- 6. Sales CRM Tracker
- 7. Deal Pipeline Tracker
- 8. Matt Shelton's Sales Pipeline
- 9. Ultimate CRM Dashboard with Sales Pipeline
- 10. byDiego's Sales Pipeline
- Build a Sales Pipeline You Will Actually Use
- Frequently Asked Questions
- What should I look for in a good template?
- How many stages should my pipeline have?
- Can I use a Notion sales pipeline template even if I work alone?
- What fields should I track for each deal?
- Is a Sales pipeline template in Notion better than a spreadsheet?
- How do I keep my pipeline updated without it becoming a chore?
- Can I track follow ups and tasks inside the pipeline?
- How will I know if my pipeline is working?
A Notion sales pipeline template is a simple setup that lets you track every deal without juggling five tabs and a messy spreadsheet. It gives you one place to see who you are talking to, what stage they are in, and what needs to happen next. You can treat it like a “home base” for your leads, notes, and follow ups. When it is set up well, you spend less time searching and more time closing.
With a sales pipeline template in Notion, you can capture a lead in seconds, then keep building the record as you go. Add call notes, drop in links, attach files, and set a next step so nothing slips. You can view the same pipeline as a board for stages, or as a table when you want quick scanning. It also stays flexible, so you can rename stages to match how you actually sell (not how a textbook says you should).
The real value is peace of mind. A clean Notion sales pipeline makes it obvious which deals are active, which ones are cooling off, and which ones need a nudge today. If you are starting from scratch, even a free Notion sales pipeline template can give you structure fast, then you can adjust it as your process gets clearer. Once your pipeline is organized, selling feels lighter; you stop guessing and start moving deals forward with confidence.
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What You Get When Your Pipeline Lives in Notion
A well made Notion sales pipeline template helps you stay calm and consistent, even when you are talking to a lot of leads at once.
- You always know what to do next: Each deal has a clear stage, a next step, and a simple way to move forward.
- Fewer leads fall through the cracks: Follow ups feel easier because everything is visible, not buried in chats or scattered notes.
- All your deal info stays together: Notes, links, files, and pricing details sit in one record, so you are not guessing later.
- It matches how you sell: You can rename stages, add fields, and keep only what you need (nothing extra).
- It scales with you: Start simple today, then add views, dashboards, or team assignments when your process grows.
Top Sales Pipeline Templates for Notion
Not all pipelines feel the same. Some are built for solo sellers who want speed, while others are made for teams that need clear handoffs and clean reporting. In this list, you will find options that make it easier to run a Notion sales pipeline, whether you want a simple board or a more detailed sales pipeline template for Notion.
1. Sales Pipeline with Automations
If you want a sales pipeline template in Notion that does some of the busy work for you, this one is built around automations. It can stamp dates, update statuses, and send simple notifications to your team (so deals do not go quiet by accident). You get a clear view of contacts, deal stages, and what needs attention without constant manual updates.
2. Sales Pipeline Kanban
Picture a clean Kanban board where every lead has a place and every stage makes sense. This sales pipeline template for Notion keeps your deals easy to scan, while still giving you room to track value, priority, and close dates. It works well for solo work and small teams because it stays simple, even when your pipeline grows.
3. DealFlow OS — CRM & Sales Pipeline System
This one feels like a full sales workspace, not just a board. It gives your Notion sales pipeline structure by connecting deals, contacts, companies, and meetings in one organized system (so context is always close). The pipeline stages are clear, the deal cards hold the details you need, and quick actions help you add new records fast. If you hate scattered notes, you will like how everything stays linked.
4. Sales Pipeline & Forecast
Forecasting is the main reason people pick this option. It is a sales pipeline Notion setup that uses stage probabilities, activities, and next steps to keep your forecast grounded in what is actually happening. You can spot risky deals earlier, focus on the best chances, and share numbers that feel believable.
5. Real Estate Sales Pipeline (CRM)
Built for property work, this Notion sales pipeline template helps you manage leads, tasks, meetings, and follow ups without juggling separate tools. It includes views for priorities and a clean way to sort leads into segments (like off plan, secondary, future prospect, and completed). There is also a mini CRM with email templates, which is handy when you message clients every day.
6. Sales CRM Tracker
If your leads are scattered and proposals are messy, start here. This sales pipeline template in Notion brings deals, proposal drafts, deadlines, and team tasks into one place, so you can move faster without losing track. It also includes a small library of proposal templates (useful when you want consistency).
7. Deal Pipeline Tracker
Some pipelines look nice but do not help you act; this one is built for action. With a sales pipeline template for Notion, you can track stages, log calls and emails, set due dates, and add deal value and probability for smarter priorities. Filters make it easy to find what matters today, whether you are closing this week or cleaning up cold leads.
8. Matt Shelton's Sales Pipeline
Simple is the point here. This free Notion sales pipeline template gives you a clean way to move leads through stages while keeping your notes and deal details nearby. It is a good pick if you want something easy to maintain, then improve later.
9. Ultimate CRM Dashboard with Sales Pipeline
Need a dashboard that feels more like a CRM hub than a single board? This Notion sales pipeline template focuses on managing customer, company, and people records, so your pipeline data stays connected to the right contacts. It is a practical choice when relationship tracking matters as much as the deal stages.
10. byDiego's Sales Pipeline
Everything in this workspace is connected, which makes it feel smooth to use. This Notion sales pipeline template ties opportunities, clients, tasks, and notes together (so you are not hunting for info mid call). You also get a visual pipeline, deal value tracking, and a calendar view for tasks when you want a quick plan for the week.
Build a Sales Pipeline You Will Actually Use
At the end of the day, a good pipeline is the one you will actually use. The right Notion sales pipeline template keeps your deals visible, your next steps clear, and your notes in one place (no hunting around later). It also gives you a steady rhythm, even on weeks when everything feels busy. When your system is calm, selling feels calmer too.
As you pick from the templates above, think about how you work when you are in a rush; that is the version of you the template should support. If you want speed, choose a simple board with a few key fields; if you want more control, choose one with contacts, activities, and clear stages. You can even start with a free Notion sales pipeline template and upgrade the setup later once your process feels solid. The goal is not perfection, it is progress you can repeat.
Once your pipeline is set up, keep it alive with small habits; update a deal after every call, and set one real next step before you close the page. Do that for a week and you will feel the difference. Your Notion sales pipeline becomes less of a “tool” and more of a daily guide. Now, pick the template that fits your style, make it yours, and start moving deals forward.
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Frequently Asked Questions
What should I look for in a good template?
How many stages should my pipeline have?
Can I use a Notion sales pipeline template even if I work alone?
What fields should I track for each deal?
Is a Sales pipeline template in Notion better than a spreadsheet?
How do I keep my pipeline updated without it becoming a chore?
Can I track follow ups and tasks inside the pipeline?
How will I know if my pipeline is working?
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