✦ Built for Microsoft OneNote

The simple CRM that lives inside OneNote

A complete CRM and Product Management system for small teams. Clear pipeline, real ownership, zero monthly fees.

One-time payment · Instant access · You own your data

Notely CRM is a structured manual system inside OneNote. It is not a fully automated CRM like Salesforce or HubSpot. You update records yourself — and keep full control.

Most small teams are stuck

You either overpay for complexity or lose track in scattered notes.

Complicated CRMs

Powerful tools that cost hundreds per month, take weeks to set up, and often go underused by small teams.

Scattered notes & spreadsheets

Deals live in email threads, random OneNote pages, and memory. Important follow-ups get missed.

Meet Notely CRM

A practical CRM and Product Management system built entirely inside Microsoft OneNote — the tool many teams already use every day.

You get structure without complexity, clear next actions, and complete ownership of your data. No subscriptions.

Visual sales pipeline Contacts & companies Projects & delivery Support cases Product catalog Weekly review system

What’s included

Everything you need to run sales, delivery, and support in one place.

📊

Dashboard & Pipeline

Weekly command center with pipeline snapshot, priorities, health checks, and visual stage management.

👤

Contacts & Companies

Clean relationship records with history, influence levels, account tiers, and strategic scoring.

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Projects & Delivery

Track implementation after you win — milestones, owners, timelines, and progress notes.

🎫

Support & Cases

Log and resolve customer issues with clear ownership, priority, and linked account records.

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Products & Catalog

Detailed product pages plus a Catalog Overview table for pricing, status, and ownership.

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Templates & Process

Ready-to-use templates, Process Rules, Quick Start Guide, Cheat Sheet, and Tips system.

How it works

Simple to set up. Easy to keep using.

Get instant access

After payment you receive the .onepkg file and setup guide immediately.

Save it as yours

Open in OneNote and save a copy to your own OneDrive for full ownership.

Start using it

Follow the Quick Start Guide, clear sample data, and add your real deals.

Run your weekly review

Spend 15 minutes every Monday keeping the pipeline clean and current.

Who it’s for

Built for teams that want clarity without complexity.

Small sales teams (1–10 people)

Businesses that already use OneNote

Founders who prefer one-time tools

Teams that want full data ownership

Anyone tired of complicated CRMs

Companies that need sales + delivery together

Simple pricing

One-time payment. No subscriptions.

Notely CRM

$95 one-time

Instant access · Lifetime ownership

Complete Notely CRM notebook
All core templates (Deal, Contact, Company, Project, Support, Meeting, Product)
Dashboard, Pipeline, Catalog & Weekly Review system
Process Rules, Quick Start Guide & Cheat Sheet
Section Tips system + filled examples
Instant .onepkg download + OneDrive share option
30-day email support

Get Notely CRM — $95

This is a structured manual system inside Microsoft OneNote. It is not a fully automated CRM. You enter and update your own records.

Questions

You need access to Microsoft OneNote (desktop or web). Many people already have this through Microsoft 365 or the free OneNote app. The system works with both.

Yes. You pay once and own the system. There are no monthly or yearly fees.

No. Notely CRM is a structured manual system inside OneNote. You enter and update records yourself. This keeps it simple, affordable, and fully under your control.

You get an instant .onepkg download plus the Setup Instructions PDF. You will also receive a OneDrive share link so you can save a fully owned copy in your own Microsoft account.

Yes. You can rename sections, adjust stages, add fields, and adapt the templates to match how your team works.

You receive 30 days of email support after purchase. Reply to your confirmation email and we’ll help you get set up.