Are you looking for the best Notion templates for small businesses? Check out these 9 must-have templates to streamline your workflow!
Introduction
Notion is an excellent tool for organizing and managing your business, especially when running a small one. In this article, we will show you 9 exceptional Notion templates for small businesses. These templates will make staying organized easier, saving time, and getting more done. Let’s get started and see how they can improve your work!
Table of Contents
What Do Businesses Use Notion For?
Businesses can use Notion for various purposes, enhancing efficiency and productivity. It serves as a task management system, helping teams track and manage tasks efficiently. The platform also functions as a CRM, organizing client information and managing deals with automation and integration features.
It can also handle invoice management, track finances, and automate invoice creation. Additionally, it organizes meeting minutes, linking them to task databases for better context. Notion also acts as a content production hub, managing content creation with calendar views for scheduling.
9 Best Notion Templates for Small Businesses
Small Business Kit
The Notion Small Business Kit is a comprehensive tool that simplifies small business management. It includes over 40 ready-to-use templates covering customer relationship management (CRM), invoice tracking, marketing, and content planning.
This kit provides prefilled examples, business tips, and tools to help clarify and define essential aspects of your business, enhancing productivity and organization. It is ideal for new and established businesses, providing an all-in-one solution for managing various business functions from a single platform.
Pricing: Starts at $59
Small Business OS
The Small Business OS template is a system designed to help small business owners manage projects, clients, sales, finances, etc. This template features centralized management for organizing all aspects of your business. It helps ensure efficient project tracking, meeting deadlines, and thriving projects.
It also has a CRM to track sales and client interactions and financial tools to manage budgets and expenses. Additionally, it includes a company wiki for storing essential information and a people directory. This template is optimized for all devices and includes video guides for easy setup, making it a user-friendly and customizable solution for efficient business management.
Pricing: Starts at $89
Startup OS
The Notion Startup OS template stands out as a great solution for managing your startup from planning to growth. It has over 62 templates that are easy to use and customize. They include essential components like company dashboards, business model canvas, value proposition canvas, and OKRs.
The template also offers practical tools such as a pitch deck creator, ROI calculator, and comprehensive project and task management. It centralizes various startup activities, from sales tracking to financial management, ensuring alignment and efficiency across the team. With its organized databases, consistent icons, and extensive resources, Notion Startup OS provides a structured, user-friendly workspace that enhances startup operations and productivity.
Pricing: $71
Ecommerce Business Kit
The Notion Ecommerce Business Kit is suitable for small e-commerce business owners to manage their entire operation efficiently. It offers over 30 ready-to-use templates for ecommerce businesses. These templates cover various aspects such as inventory, orders, refunds, customer tracking, task management, and social media management. The kit is customizable and scalable, ensuring it can grow with your business.
Each template comes with easy-to-follow instructions and additional learning resources like examples, tips, and definitions. It would help you maximize productivity. Its visually pleasing and consistent design makes it easy to navigate. Thanks to the template, you can concentrate on growing your e-commerce business from one centralized hub.
Pricing: Starts at $59
Project Management Template
The Notion Project Management Template streamlines project and task management for individuals and teams. It is a comprehensive and customizable system with four main databases—Areas, Topics, Projects, and Tasks. You can quickly add all your tasks and projects, organizing them within topics and areas for optimal management.
The template includes pre-built automated dashboards, highlighting key areas to focus on and allowing you to monitor progress efficiently. It provides over 30 different views, such as Kanban boards, timelines, calendars, and list views, so you can manage projects in the way that suits you best. It also offers detailed onboarding instructions to help users get started quickly. This template is useful for startups and small businesses to enhance productivity and keep projects on track within a single, unified platform.
Pricing: $49
Business Hub
Business Hub is an advanced template designed to manage all aspects of a business or startup. It consolidates various business functions into one cohesive workspace. It allows you to track products, marketing, growth, teams, projects, tasks, strategies, brand identity, OKRs, KPIs, budgets, research, user testing, and finances.
Its features include a comprehensive brand strategy, business plan hub, sales hub, pitch deck, and hiring hub. With pre-configured sections for product management, marketing strategy, market research, and financial accounting, it simplifies leadership and teamwork. The template is user-friendly, offering guides and tips to help users get started and stay organized.
Pricing: $99
Simple CRM
The Simple CRM template by Notion Everything is designed to help merchants manage contacts, track leads, and organize sales pipelines. It enables users to keep all business contacts and accounts in one place, ensuring that no lead is lost and sales opportunities are maximized.
The template is free and user-friendly, making it easy to navigate and customize to fit specific business needs. Its streamlined interface supports better organization and productivity, providing a clear overview of the sales process. The Simple CRM template improves lead follow-up and facilitates more efficient deal closures.
Pricing: Free
Product OS
Product OS is suitable for product and tech teams, facilitating efficient project management and team collaboration. It can replace tools like Jira and Trello, saving you weeks of setup time. It ensures all essential functions are centralized, making it great for teams of 3 to 75 people.
The template includes features like OKR management, idea submission, and epics management. It also has sprints, backlog organization, and an elegant team homepage. Additionally, it offers valuable insights on creating OKRs, managing roadmaps, and handling bug tickets.
Pricing: $54
Client Portal
Client Portal streamlines client management and enhances the client experience for brand and web design projects. It offers a seamless, branded experience from onboarding to project launch, featuring a minimalistic design with clear process steps and easy navigation.
The template includes tools for collecting and sharing content and managing deliverables. It also provides client guides on imagery, file types, and business resources. Some additional features like an unbranded client walk-through video, website content prompts, and project guides support businesses to keep projects organized and on schedule.
Pricing: $35
Wrap Up
In conclusion, the right templates can enhance the efficiency and productivity of small businesses. From project management and client portals to CRMs and business hubs, the listed Notion templates for small businesses will help you streamline. Explore them to optimize your business processes!