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Notion Arena
ComponentsBusiness & CRM
💼

Business & CRM

Pipelines, budgets, inventory, and intake workflows for business.

58
components
53
widgets
5
recipes

Why Notion falls short here

This is the category where an iframe is actively the wrong answer. A pipeline, an invoice or an OKR tree needs relations, rollups, formulas and views that your whole team queries.

How we handle it

Native recipes create real databases for workflows that need shared records, relations, and team views. Standalone widgets here are private drafts, queues, trackers, and manual estimates; they stay local and are not a CRM, client portal, procurement workflow, security audit, approval or grant-compliance system, hiring tool, publishing service, payment system, or accounting record.

Widgets 53

🧮

ROI Calculator

Sliders in, a payback chart out, for proposals and sales pages.

BusinessFreeWidgetv1.0.1
💵
New

Monthly Budget Planner

Compare monthly income against four editable expense buckets.

BusinessFreeWidgetv1.0.0
📦
New

Inventory Counter

Adjust a small item list with plus and minus stock controls.

BusinessFreeWidgetv1.0.0
📝
New

Local Intake Form

Prepare a request as JSON without sending or storing it.

BusinessFreeWidgetv1.0.0
💱
New

Manual Currency Converter

Convert an amount using a rate you provide, with no rate feed.

BusinessFreeWidgetv1.0.0
🎫
New

Local Ticket Queue

Capture and triage a small browser-local request queue.

BusinessFreeWidgetv1.0.0
🧰
New

Local Asset Checkout

Record a simple equipment checkout in this browser only.

BusinessFreeWidgetv1.0.0
🔁
New

Subscription Tracker

List recurring costs and compare monthly and annual estimates.

BusinessFreeWidgetv1.0.0
🧾
New

Bill Split Calculator

Estimate an equal per-person share with editable tax and tip.

BusinessFreeWidgetv1.0.0
⏱️
New

Billable Time Tracker

Log project sessions and calculate a manual hourly estimate locally.

BusinessFreeWidgetv1.0.0
🧾
New

Expense Tracker

Log manual expenses and total the current month in this browser.

BusinessFreeWidgetv1.0.0
⚖️
New

Net Worth Snapshot

Add manual asset and debt amounts for a simple net snapshot.

BusinessFreeWidgetv1.0.0
📊
New

Manual Portfolio Tracker

Total holdings from quantities and prices that you enter yourself.

BusinessFreeWidgetv1.0.0
⚠️
New

Project Risk Register

Prioritize entered risks with a simple likelihood-by-impact score.

BusinessFreeWidgetv1.0.0
📥
New

Request Queue

Capture and manually triage small requests in a local queue.

BusinessFreeWidgetv1.0.0
🎯
New

Campaign Planner

Plan campaign channels, dates, objectives, and an estimated USD budget.

BusinessFreeWidgetv1.0.0
📝
New

Interview Scorecard

Capture job-related interview evidence without an overall candidate score.

BusinessFreeWidgetv1.0.0
🧾
New

Quote Builder

Calculate a manual estimate from line items, discount, and tax rate.

BusinessFreeWidgetv1.0.0
🧭
New

Client Onboarding Tracker

Track manual setup stages and next steps for a small client roster.

BusinessFreeWidgetv1.0.0
📨
New

Sales Follow-up Queue

Keep a personal list of account labels, next actions, and follow-up dates.

BusinessFreeWidgetv1.0.0
🎬
New

Creator Sponsorship Tracker

Track partner labels, deliverables, due dates, and manually noted fees.

BusinessFreeWidgetv1.0.0
💜
New

Nonprofit Grant Tracker

Organize grant labels, application and report dates, stages, and next steps.

BusinessFreeWidgetv1.0.0
🛍️
New

Ecommerce Margin Estimator

Estimate per-unit contribution after manually entered costs and platform fees.

BusinessFreeWidgetv1.0.0
🔐
New

Access Review Log

Track a review cycle with counts and aliases, never individual account details.

BusinessFreeWidgetv1.0.0
🏢
New

Vendor Register

A simple local index for vendors and upcoming review dates.

BusinessFreeWidgetv1.0.0
🌱
New

Fundraising Outreach Tracker

A private map of investor conversations and the next manual step.

BusinessFreeWidgetv1.0.0
🧭
New

Customer QBR Prep

A manual review outline for customer success conversations.

BusinessFreeWidgetv1.0.0
📝
New

Freelancer Proposal Tracker

Keep draft proposals and decision dates in one private queue.

BusinessFreeWidgetv1.0.0
💳
New

Debt Payoff Tracker

A local scratchpad for debt balances, rates, and payoff order.

BusinessFreeWidgetv1.0.0
⚖️
New

Legal Matter Tracker

A private index for matters and deadlines that stays in this browser.

BusinessFreeWidgetv1.0.0
💬
New

Customer Feedback Log

A private inbox for feedback, sentiment, and next step.

BusinessFreeWidgetv1.0.0
💰
New

Pricing Tier Calculator

A private calculator for pricing tiers and comparison.

BusinessFreeWidgetv1.0.0
🎯
New

OKR Weekly Check-in

A private weekly OKR check-in with confidence and blockers.

BusinessFreeWidgetv1.0.0
👋
New

Employee Onboarding Tracker

A private onboarding checklist for new hire aliases.

BusinessFreeWidgetv1.0.0
🧾
New

Invoice Status Tracker

Draft, sent, paid: a local ledger of what is still outstanding.

BusinessFreeWidgetv1.0.0
🌴
New

Leave and Time-Off Log

Requested, approved, taken: days away in one local view.

BusinessFreeWidgetv1.0.0
🔄
New

Renewal and Account Health Board

Health, owner, and renewal date for every account on the list.

BusinessFreeWidgetv1.0.0
⏫
New

Escalation Tracker

Who owns each escalation, how severe it is, and where it stands.

BusinessFreeWidgetv1.0.0
🛒
New

Purchase Request Tracker

Purchase requests with vendor aliases, amounts, and status.

BusinessFreeWidgetv1.0.0
🖥️
New

Equipment Inventory Log

Equipment items with locations, status, and last-check dates.

BusinessFreeWidgetv1.0.0
✅
New

Approvals Request Log

Approval requests with status, dates, and decision notes.

BusinessFreeWidgetv1.0.0
🎧
New

Helpdesk Intake Log

Internal support tickets with priority, status, and aging.

BusinessFreeWidgetv1.0.0
📅
New

Editorial and Publishing Calendar

Publication dates, platforms, and content status.

BusinessFreeWidgetv1.0.0
🏗️
New

Construction Site Diary

Daily site logs with weather, workers, and activity notes.

BusinessFreeWidgetv1.0.0
🍽️
New

Restaurant Reservation Log

Reservation log with party size, time, and notes.

BusinessFreeWidgetv1.0.0
🤝
New

Donor Relationship Log

Donor aliases with pledges, contact dates, and notes.

BusinessFreeWidgetv1.0.0
🏘️
New

Property Listing Catalog

Property listings with details, status, and notes.

BusinessFreeWidgetv1.0.0
🔑
New

Property Showing Schedule

Property showings with clients, dates, and feedback.

BusinessFreeWidgetv1.0.0
🏢
New

Tenant and Lease Log

Tenant aliases with lease dates and notes.

BusinessFreeWidgetv1.0.0
🔧
New

Manufacturing Work Order Tracker

Work orders with products, quantities, and status.

BusinessFreeWidgetv1.0.0
📦
New

Shipment and Logistics Tracker

Shipments with carriers, dates, and status.

BusinessFreeWidgetv1.0.0
📞
New

Discovery Call Pipeline

Discovery calls with prospect aliases and notes.

BusinessFreeWidgetv1.0.0
📇
New

Wedding Vendor Directory

Wedding vendors with categories, quotes, and notes.

BusinessFreeWidgetv1.0.0

Native recipes 5

💼CRM Pipelineboard
Status property with Notion's native stage groups (To begin / In progress / Done / Blocked)Rollups from Deals → Companies for lifetime value and open pipelineFormula-driven 'Days in stage' that flags stale deals in redDashboard view combining a number widget, a board and a chart
POST /v1/databasesPOST /v1/views
Popular

CRM Pipeline

Companies, people and deals: related databases with a board and a pipeline chart.

BusinessProNativev2.1.0
🏃Sprint Trackerboard
Board configuration with a subtask toggle column: the API can set thisChart view: line of points completed per sprintTimeline view across sprints for roadmap conversationsStatus groups mapped to Notion's native To begin / In progress / Done
POST /v1/databasesPOST /v1/views

Sprint Tracker

Epics, stories and sprints with a velocity chart and a burndown-ready schema.

BusinessProNativev1.4.0
🎯OKR Systemboard
Progress computed from start/target/current, clamped 0-100%Confidence as a 1-10 number property with a colour-coded formula labelQuarter select property drives every filtered viewChart view of objective scores, grouped by team
POST /v1/databasesPOST /v1/views

OKR System

Objectives, key results and confidence, rolled up to a company score.

BusinessFreeNativev1.2.0
🧾Invoice Generatorboard
Tax rate as a per-client property so each client can differOverdue formula that colours the status without a second propertyColumn layout that survives export to PDFChart view of invoiced vs paid by month
POST /v1/databasesPOST /v1/views

Invoice Generator

Line items that total themselves, and a button that clones the next invoice.

BusinessProNativev1.1.0
🧳Job Application Trackerboard
Follow-up formula that surfaces applications gone quietOffer comparison template with a weighted scoreCalendar view for interviews with a location propertyConversion-rate rollup: applications → interviews → offers
POST /v1/databasesPOST /v1/views

Job Application Tracker

Applied → Interviewing → Offer, with outreach templates and a follow-up view.

BusinessFreeNativev1.0.1