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.
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✨ Get Started with Notion (Affiliate Link):
https://affiliate.notion.so/pz5bjqrb6mq0
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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
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