SuanSupply
What it's good for
- Freelancers and teams who already work in Notion
- Service businesses and consultants
- Makers selling wholesale to shops
- Anyone tracking clients in a messy spreadsheet
What it does
Follow up this week
A filtered list that flags overdue and upcoming follow-ups on its own.
Deal pipeline board
New, Quoted, Negotiating, Won and Lost, with value, win chance and close date on every card, plus a value by stage chart.
Clients database
Status, company, contact details, source, tags, revenue won and deal count for every client, with a board by status.
Interactions log
Calls, emails, meetings, messages, orders and notes, in a table and a calendar.
Numbers that update
Weighted pipeline value, revenue won per client, last contact and days since contact.
English and Spanish
Both versions are included, each with example rows you can delete.
How it works
- Buy it on Etsy and download the one-page PDF.
- Enter your Etsy order number on our Get your template page.
- Open your link, sign in to Notion (a free account works) and click Duplicate.
Pay once. No subscription.
Your copy lives in your own Notion workspace. Sold through our Etsy shop.
Frequently asked questions
Do I need a paid Notion plan?
No. It works on Notion's free plan, on desktop, web and phone.
How do I get it after I buy?
Etsy gives you a one-page PDF. Enter your Etsy order number on our Get your template page and you get the link to duplicate the template into your own Notion.
Is there a subscription?
No. You pay once on Etsy and the copy in your workspace is yours.
Should I get this or the Client Tracker & CRM?
Pick this one if your work already lives in Notion. Pick our Client Tracker & CRM if you want an app with no account at all that keeps your data on your device.
SuanSupply is not affiliated with, endorsed by or sponsored by Etsy, Inc. or Notion Labs, Inc. Etsy and Notion are trademarks of their owners.