Build a CRM in Notion [+ Free Notion Template] ✨💻
Try Dex, the one place for all your relationships:
https://getdex.com/s/productivedude
In this comprehensive Notion tutorial, you'll learn how to build a powerful and efficient Customer Relationship Management (CRM) system within the Notion app. Discover how to streamline your business processes, improve client management, and increase productivity with our step-by-step guide. Plus, get access to our exclusive FREE Notion CRM template!
If you're a business owner, entrepreneur, or freelancer looking to optimize your client and project management, this video is for you. With our easy-to-follow instructions, you'll quickly learn how to create a fully customized CRM system in Notion that suits your unique needs.
---
✨ Get Started with Notion (Affiliate Link):
https://affiliate.notion.so/pz5bjqrb6mq0
---
Get the CRM Here:
https://cartersurach.gumroad.com/l/stwfa
⌚ Chapters:
0:00 - Notion CRM Template Walkthrough
2:56 - Dex: The Best CRM Tool (Sponsor)
4:30 - Creating the Foundational Databases
7:44 - Adding Essential Database Properties
12:47 - Creating the Task Scheduling Formula
14:55 - Building the Homepage
16:20 - Creating Quick Capture for ‘People’
22:47 - Creating Quick Capture for ‘Tasks’
24:50 - Creating Quick Capture for ‘Companies’
26:39 - Creating Quick Capture for ‘Notes’
28:11 - Restructuring the Homepage
29:31 - Building the ‘Your Tasks’ Section
35:13 - Adding the ‘Contacts’ Area
40:12 - Outro
#notion #crm
Watch video Build a CRM in Notion [+ Free Notion Template] ✨💻 online without registration, duration hours minute second in high quality. This video was added by user Productive Dude 01 January 1970, don't forget to share it with your friends and acquaintances, it has been viewed on our site 39,107 once and liked it 1 thousand people.