Get Notely CRM
✦ Built for Microsoft OneNote

Own your CRM. Own your data.

A complete CRM and Product Management system that lives inside Microsoft OneNote. One-time payment. No subscriptions. Yours forever.

Get Notely CRM — $95 Watch the demo

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.

✓ No subscription, ever
✓ Works with your Microsoft 365
✓ Setup in 30 minutes
✓ 30-day money-back guarantee

See the Dashboard, Pipeline, Contacts, and how deals move between stages

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

Why Notely CRM is different

Three things no subscription CRM can offer you.

Ownership

You own your data. Forever.

Everything lives in your own OneDrive. If you stop using Notely CRM tomorrow, you keep the entire system and every record. No vendor can lock you out.

Pricing

One payment. Zero subscriptions.

A typical CRM costs $30–$100 per user, per month — forever. Notely CRM costs $95 once. The same system costs you nothing again, ever.

Familiarity

No new tool to learn.

Your team already knows OneNote. There's no software to master, no onboarding fees, no "adoption curve." Just three rules that take two minutes to learn.

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 full interaction history, linked companies, and account status.

📁

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.

📦

Products & Catalog

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

📜

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.

1

Get instant access

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

2

Save it as yours

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

3

Start using it

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

4

Run your weekly review

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

Who it's for

And who it's not for — so you can decide honestly.

✓ It's for you if…

  • You run a small business (1–50 people)
  • You already use Microsoft 365 or OneNote
  • You want to own your data
  • You hate recurring software fees
  • You want a system you actually understand

✗ It's not for you if…

  • You need full automation and auto-reminders
  • You have 50+ users with complex workflows
  • You want dashboards that update themselves
  • You're not willing to update records yourself
  • You need heavy integrations with other tools

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.

🛡️ 14-day conditional refund policy

Read policy · Terms · Privacy

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 have 30 days to request a full refund — no questions asked. Email support and we'll process it the same day.
Because this is a digital product delivered instantly, we offer conditional refunds: full refunds for technical issues (corrupted file, duplicate charge, delivery failure we can't resolve) and for accidental purchases within 24 hours if the file hasn't been opened. We don't refund for change of mind after the notebook has been downloaded and saved. Read the full refund policy →
You receive 30 days of email support after purchase. Reply to your confirmation email and we'll help you get set up.

Ready to own your CRM?

Get Notely CRM and run your sales, delivery, and support with a system you actually own.

Get Notely CRM — $95