{"id":9755,"date":"2026-07-20T16:23:48","date_gmt":"2026-07-20T16:23:48","guid":{"rendered":"https:\/\/templacity.com\/product\/onenote-crm-template\/"},"modified":"2026-09-27T15:14:09","modified_gmt":"2026-09-27T15:14:09","slug":"onenote-crm-template","status":"publish","type":"product","link":"https:\/\/templacity.com\/es\/product\/onenote-crm-template\/","title":{"rendered":"OneNote CRM Template for Freelancers &#038; Small Business"},"content":{"rendered":"<p>Most people running a freelance or small service business track clients in three places at once: a notes app, a spreadsheet, and their memory. This is one notebook that holds all of it.<\/p>\n<p>It is a real CRM structure, built natively in OneNote, and the part that makes it work day to day is the <strong>four-company pack<\/strong>: a Company page with three Person pages and three Project pages underneath it, ready to copy whole for each new client. You are never building a client&#8217;s structure while you are trying to talk to them.<\/p>\n<h3>What is inside<\/h3>\n<ul>\n<li><strong>The spine.<\/strong> Contents, Dashboard, and Your tag system.<\/li>\n<li><strong>The records.<\/strong> Companies, People, Projects, Activity.<\/li>\n<li><strong>The money.<\/strong> Pipeline, Deal record, Renewals.<\/li>\n<li><strong>The four-company pack<\/strong>, copied per client: Company, three Person pages, three Project pages.<\/li>\n<li><strong>Archive<\/strong>, so closed work leaves the working view without being deleted.<\/li>\n<li><strong>A six page sticker set<\/strong>: banners and rules, plates and marks, progress bars, the tag set, and a page on how to use them, so a page you have changed still looks like the rest of the book.<\/li>\n<\/ul>\n<h3>Honest about what OneNote does<\/h3>\n<p>OneNote is an organiser, not a spreadsheet. There are no formulas, no auto-totals and no lead scoring in this template, because OneNote cannot do them and templates that promise otherwise are not telling you the truth. What it does brilliantly is structure, search, tags, ink and true cross-device sync. This template is built around those strengths.<\/p>\n<p>The notebook package installs in OneNote for Windows. Once it is installed and saved to OneDrive it opens and syncs on Mac, iPad, Android, phone and the web, but it cannot be installed from an iPad or a Mac on its own. One purchase, no subscription.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A real CRM structure in OneNote: companies, people, a pipeline, deal records, projects, activity and renewals, plus a four-company pack you copy for each new client. 39 pages, and a sticker set so the pages you change still match.<\/p>\n","protected":false},"featured_media":12769,"comment_status":"open","ping_status":"closed","template":"single-product-onenote-crm.html","meta":{"rank_math_title":"OneNote CRM Template for Freelancers and Small Business","rank_math_description":"A OneNote CRM for freelancers and small business: companies, people, a pipeline, deal records, renewals, and a four-company pack you copy. 39 pages.","rank_math_seo_score":"","_templacity_copy_live":"","_templacity_faq":[]},"niche":[80],"template_type":[],"templacity_topic":[],"product_brand":[],"product_cat":[324,63],"product_tag":[64],"class_list":["post-9755","product","type-product","status-publish","has-post-thumbnail","niche-onenote","product_cat-digital-planners","product_cat-onenote","product_tag-onenote","first","instock","downloadable","virtual","purchasable","product-type-simple"],"_links":{"self":[{"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/product\/9755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/comments?post=9755"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/media\/12769"}],"wp:attachment":[{"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/media?parent=9755"}],"wp:term":[{"taxonomy":"niche","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/niche?post=9755"},{"taxonomy":"template_type","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/template_type?post=9755"},{"taxonomy":"templacity_topic","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/templacity_topic?post=9755"},{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/product_brand?post=9755"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/product_cat?post=9755"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/templacity.com\/es\/wp-json\/wp\/v2\/product_tag?post=9755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}