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Learn more about how to automate Notion.Our Metaltech Rolling Scaffolding Tower is sturdy, safe, and reliable 3-story baker scaffolding system mounted on scaffolding outriggers with 5-inch scaffolding caster wheels. It's easy to find shortcuts and ways to automate your CRM workflow, like using the Notion Web Clipper to add leads from your browser. Of course, your time is valuable-so don't waste it manually updating and checking in on your CRM.
As with anything in Notion, the possibilities are endless. You can customize it to your own workflows, client funnels, and view preferences.
Whether you're a freelance writer like me, another creative professional, or a small business owner, this Notion CRM database is just a starting point. I hope you can find some value in it for your own process, too.
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This template is the product of (too many) hours of trial and error, but using Notion as a CRM has been a game-changer for me. Whatever works best for your process! How will you use Notion as a CRM? I group them by status, but you can also sort them by the next action date or last edited date. I like to use these pages to get an overhead view of every past and present contact. The template will be added to your Notion workspace, where you can customize it to your unique preferences. How to use the Notion CRM templateįirst, visit my simple CRM template, and click Duplicate in the upper-right corner. If you're looking for those kinds of features, I recommend checking out Zapier's list of the best CRM software.īut if, like me, you just need a simple (and free) way to track your prospects and clients, read on for a guide to creating your own CRM in Notion. My dashboard doesn't have many of the features bespoke CRMs boast, like a customer help desk or robust team messaging tools. When creating my own CRM in Notion, I kept all of these needs in mind. To optimize your time and workflows, you should see data like your conversion rates, annual revenue from each client, and the average time you spend per project.
For instance:įor leads, I have pitches, proposals, rate sheets, and other reference material for discovery calls.įor current clients, I store style guides and important client information.įor past clients, I include offboarding processes and requests for referrals/testimonials.įinally, your CRM should have analytics for a bird's-eye view of how your business is doing. It's easy to waste time crafting new proposals or testimonial requests from scratch, which is why I love having quick access to my most-used templates. It also helps you track touchpoints and action dates along your sales funnel, like follow-up reminders and scheduled calls.Īnd once a prospect has converted into a client, your CRM should store all their relevant information-like style guides and contract terms-so you know exactly where to find it.Ī good CRM will also save you time by storing templates for each stage of the client funnel. A useful CRM lets you add new prospects quickly, along with all their relevant information (like contact info, URL, and pitch guidelines).
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