Notion CRM 2.0

The foundation of your Notion workspace for years to come. Take your business operations to the next level by managing sales, customer support, billing, analytics, and more all within a template carefully constructed by a certified CRM software expert.

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Optimize your operations with OptiOpp 👇

[nemoxftv]

Really one of the best crm setups i come across//congrats from 🇴🇲

[jimniazi]

This is a well-thought-out CRM. Great job. I'm looking forward to using the full version soon.

[dreamlifeliving]

You are amazing! Thank you for your reply, I can’t wait to use it!

[JoyfulJenn]

I’ve been on the Trailhead since 2018, now notion and YOU!! Thanks! I’ll definitely upgrade to the pro ❤

[OptiOppNotion]

Good question. With both of my CRM templates it’s going to be hard not to go on the paid version due to the size.

You’ll be able to use them standalone but not be able to create much more.

Where Notion gets most users to start paying is based on number of pages.

I’d say if you’re serious about using Notion for your business, pay for the subscription because you’re gonna hit the limit in no time.

[bqxclxg]

Hey, really nice work. To use this CRM do I need to Pay for Notion or can I still use the free version?

[psStephen]

Hi there, great CRM, I appreciate all the work you put in. Quick question, how do you integrate your tasks into the wider tasks and projects within Notion? Do you run both e.g. project tasks and CRM tasks, or is it best to modify your workspace so that you have one set of tasks for both projects and CRM things like opportunities?

[dreamlifeliving]

Hey there Ben,

Is this updated CRM available to those who have paid for a previous version?

[Itandrewhk]

Hi,
I have a question regarding future updates to Notion templates.
What will be the process for me as a user to upgrade to the new template? Assuming you have made changes to the template or added in new features, will I be given a new template and I'd be responsible in doing my own data migrations ? Will the migration be tedious and not effective? If I have a large volume of data? If you can make a video on how that is done, would be great. Thanks

[Itandrewhk]

Hi, I would like to know if I have subscription services with my clients and want the system to periodically alert me for those services that are due for renewal eg. a month in advance. Is it possible to do so in this system? Is there a way in which we can pull up client record and be able to view their past purchases and current subscriptions?

[Itandrewhk]

is this really you at the beginning of the video? or is AI generated? btw, I have been following all your videos and updating the very original free version of the template since but only realized you have a professional version now available. I wonder if I'd be able to migrate across as i can see many other features you have avail.
Btw, The 20% discount totals $50 dollars or is there a 20% discount on the $50 dollar?

[Fluxomate]

Great video! What's the best way to contact you?