Green Irony

Free Claude-powered template

Notion CRM

A free Claude-Powered Notion CRM template. Duplicate it, keep your deal context current from the work you already do, and grow into more when you're ready.

Talk to us about a team rollout
  • Free — yours to keep
  • Minutes to set up
  • Salesforce stays your system of record
Claude keeps it current — through Cowork

What the Notion CRM is

The Claude-Powered Notion CRM is a free template you duplicate into your own Notion workspace and run yourself. It gives you a governed home for accounts, contacts, and deals — and it's built so Claude can read and update that context from the work you already do, today, through Cowork.

It plugs into the CRM you already run and complements it. Salesforce stays your system of record; the Notion CRM keeps the deal context around it current, so the record reflects what actually happened.

What's inside the template

Accounts, contacts, and deals — plus the context layer that ties them together. The same governed shape we use ourselves, sized down to something you can run on your own.

  • Accounts

    The companies you sell to. Each one gets a single governed home, so everything you know about the relationship lives in one place.

  • Contacts

    The people behind every deal, tied to their accounts — so who you're selling to stays readable, by you and by Claude.

  • Deals & pipeline

    Every opportunity and its stage, tracked in one place — the pipeline view of what's moving and what's stuck.

  • Deal context capture

    Room for the context that usually lives in your head — kept current from calls, messages, and docs instead of re-typed.

  • Clean fields & ownership

    Clear ownership and readable fields on every record, so Claude acts on current data instead of guessing.

  • Built for Claude

    A structure Claude can read and update through Cowork — that's what makes it Claude-powered rather than just tidy.

How it works

Three steps from an empty workspace to a CRM that stays current from your real work.

  1. 1

    Duplicate the template

    Open the listing on the Notion Marketplace and duplicate it into your own workspace. The whole CRM structure comes with it — nothing to buy, nothing to install.

  2. 2

    Connect Claude, through Cowork

    Point Claude at the workspace and seed it with the accounts, contacts, and open deals you're working. Now the structure is something Claude can read.

  3. 3

    It fills itself from your real work

    Claude reads and updates the record from your calls, messages, and docs — instead of asking you to re-type what you already did.

And Salesforce? It stays your system of record. The Notion CRM keeps the deal context around it current — nothing gets ripped out.

The setup, in detail

1

Duplicate from the Notion Marketplace

Open the template listing and duplicate it into your own Notion workspace. You get the full CRM structure — Accounts, Contacts, Deals, and the context layer — ready to run in a few minutes, and it's yours to keep.

2

Add your accounts and deals

Drop in the accounts, contacts, and open deals you're working today. This becomes the governed place your deal context lives, instead of scattered across your head and your inbox.

3

Bring Claude to it, through Cowork

Point Claude at the workspace. Because the fields are clean and the ownership is clear, Claude can read the record, see what's current, and update it from the work you already do — calls, messages, and docs.

4

Run it alongside Salesforce

Keep Salesforce as your system of record. The Notion CRM keeps deal context current around the CRM you already run — nothing gets ripped out.

What each database does

The template ships with three databases and a context layer that ties them together.

Accounts

Database

Holds the companies you sell to. Each account is one governed record — the single place everything you know about the company lives, current and readable.

Contacts

Database

Holds the people on each deal, connected to their accounts. Who you're selling to stays legible — to you, to your team, and to Claude.

Deals

Database

Tracks every opportunity and its stage, with room for the context that usually lives in your head. This is where the pipeline lives — and where Claude keeps the story of each deal current.

The context layer

Structure

Clean fields and clear ownership tie the databases together, so Claude can act on current, readable data instead of guessing. It's the same governed shape we run Green Irony on, sized down to something you can run on your own.

How grounding works, through Cowork

Grounding is what makes a Claude-powered CRM trustworthy. Claude doesn't guess at your pipeline — it works from a governed structure it can actually read.

Your real work

Calls, messages, and docs — the work you're already doing.

Claude, through Cowork

Reads the governed structure and updates the record from that work.

The Notion CRM

Accounts, contacts, and deals — current, readable, in one governed home.

Salesforce stays your system of record. The Notion CRM plugs into the CRM you already run and keeps the deal context around it current.

The template's clean fields and clear ownership are what make this work. Because the structure is governed, Claude can tell what's current, update the right record, and keep the deal context readable — instead of asking you to re-type what you already did. That's grounding: Claude working from your real record, not from guesswork.

See what Command Center adds

The free template vs Command Center

The free template keeps your context current when you tend it. Command Center is for when you want more of that work to happen on its own — and it builds on everything the free template gives you, so nothing you set up is wasted.

Launching this week

The free template

Run it yourself, starting today.

  • The full CRM structure — Accounts, Contacts, Deals, and the context layer. Yours to keep.
  • A governed home for deal context, in your own Notion workspace.
  • Built so Claude can read and update the record, through Cowork.
  • You tend it — the context stays current when you keep after it.
  • Plugs into the CRM you already run. Salesforce stays your system of record.
On the way

Command Center

For when you want the work to happen on its own.

  • Everything the free template gives you — nothing you set up is wasted.
  • The record stays current from your real activity, without you keeping after it.
  • Deeper grounding against the CRM you already run.
  • A command surface that turns a tidy CRM into something that runs your day.

Notify me when Command Center's ready

Command Center isn't live yet. Leave your email and we'll tell you the moment it is — no spam, just the one note when it ships.

Two ways to run it

Duplicate it for yourself in minutes — or make it the way your whole revenue team works.

For you

Run it yourself

Duplicate the free template and start today. The structure is yours to keep, and Claude keeps your deal context current from the work you already do — through Cowork.

For your revenue team

Roll it out to your team

Standing this up for one person is a duplicate. Standing it up for a revenue team is a rollout — shared context, grounding on your own stack, and Salesforce staying the system of record for everyone. That's a conversation, not a template.

Talk to us about a team rollout

Not sure where it fits? Get a free savings estimate →

Frequently asked questions

What is the Claude-Powered Notion CRM?
It is a free Notion CRM template you can duplicate and run yourself. It gives you a governed place to keep accounts, contacts, and deal context current, and it is built so Claude can read and update that context from the work you already do — today, through Cowork.
What's inside the Notion CRM template?
Three databases — Accounts, Contacts, and Deals — plus a context layer that ties them together with clean fields and clear ownership. It is the same governed shape Green Irony runs internally, sized down to something you can run on your own.
How much does the Notion CRM template cost?
The template is free. Duplicate it from the Notion Marketplace and start using it right away. A paid Command Center tier is on the way for teams that want more of the work to happen on its own — join the waitlist to be notified when it is ready.
How does Claude keep the Notion CRM current?
Through Cowork. Point Claude at your workspace and it reads and updates the record from your real work — calls, messages, and docs — instead of asking you to re-type what you already did. The template's clean fields and clear ownership are what make the record readable to Claude.
Does the Notion CRM replace Salesforce?
No. It plugs into the CRM you already run and complements it — Salesforce stays your system of record. The Notion CRM is where deal context lives and stays current, so the record in Salesforce reflects what actually happened.
Do I need anything besides Notion to use the template?
No. Duplicate it from the Notion Marketplace into your own workspace and it's yours — nothing to buy and nothing to install. Bringing Claude to it, through Cowork, is how the record starts staying current from your real work.
What is Command Center?
A paid tier on the way, for when you want more of the work to happen on its own — the record staying current from your real activity without you keeping after it, deeper grounding against the CRM you already run, and a command surface that runs your day. It builds on the free template, so nothing you set up is wasted. Join the waitlist to be notified when it's ready.
How do I roll the Notion CRM out to my team?
Start with the free template yourself, then talk to us about a team rollout. We help you stand up a governed context layer for the whole revenue team, with grounding on your own stack and Salesforce staying the system of record.

Start with the free Notion CRM

Duplicate the Claude-Powered Notion CRM template and keep your deal context current from the work you already do. When you're ready for more, Command Center and a team rollout are the next rungs.

Talk to us about a team rollout