【CRM & OMS】Notion Template – Manage Customers & Orders

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💼 【CRM & OMS】Customer and Order Management System

Manage clients, sales, income, and orders — all inside a powerful Notion dashboard.

  •  Instant Digital Download

📊 Streamline Your Business Workflow

The CRM & OMS Customer and Order Management System is an all‑in‑one Notion template crafted for entrepreneurs, freelancers, and small businesses. Manage products, customers, and orders seamlessly in one unified workspace.

🧩 Core Systems

📦 Product Management

Organize all your products or services in one table — including category, pricing, stock, and active status.

👥 Customer Management

Keep track of clients, contact details, purchase history, and communication notes, all in one easily searchable hub.

💰 Revenue Management

Visualize and analyze revenue generated by orders and clients — monthly or yearly performance dashboards included.

📈 Income Management

Track all sources of income with running totals, date filters, and smart formulas calculating profit metrics automatically.

🧾 Order Management

Control order pipelines: Pending, Completed, Refunded — with integrated payment and fulfillment status views.

🔑 Template Highlights

  • ✅ Built‑in CRM + OMS databases connected through relations and rollups
  • ✅ Track order status (☑️ Pending, Completed, etc.) automatically
  • ✅ Revenue and expense analytics visualized with Notion charts
  • ✅ Data‑driven dashboard for business insights
  • ✅ Fully editable — adapt it to any company scale or field

💬 Refund Policy

Not satisfied? Request a full refund within 30 days. Contact support@themefer.com with your order details.

💡 Why You’ll Love This Template

Whether you’re managing a solo freelance business or a small operations team, this Notion system makes CRM, income tracking, and order workflows effortless — all organized in one elegant dashboard.

Refund Policy

Free Refunds — No Questions Asked

We want you to love every purchase from Themefer. If for any reason you’re not completely satisfied, you can request a full refund — completely free, no questions asked.

How to Request a Refund

  1. Contact us at support@themefer.com within 30 days of your purchase.
  2. Include your order number and the email address used for the purchase.
  3. Our team will verify your order and process your 100% refund — no fees or forms required.

Eligibility

  • Refunds are accepted for any reason (change of mind, accidental purchase, etc.).
  • For digital items, refunds are available if the product has not been downloaded or activated.
  • Refund requests made after 30 days may not be eligible.

Refund Timeline

Once approved, the refund will be issued back to your original payment method within 10 business days.

If more than 15 business days have passed and you still haven’t received your refund, please contact us at admin@themefer.com.

Need Assistance?

If you have any questions about your refund, our support team is here to help:

📧 support@themefer.com

Otherwise, standard shipping charges apply. Check out our delivery Terms & Conditions for more details.

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