Build a CRM in Notion [+ Free Notion Template] ✨💻

Try Dex, the one place for all your relationships:

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):

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Get the CRM Here:

⌚ 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

[ProductiveDude]

Try Dex, the one place for all your relationships:

[VirtualCodeSolutions]

Dude, i went step by step pausing and reproducing the video and making everything with you, really happy to have learn something new, and most important this is great since i didn't have a CRM to organize all the information of the agency. Thank you so much.

[ScopeOnFoot]

That is incredible!!!
Thanks so much for this.

[mr.dangrande]

I wish there was a LOVE button, as "like" just doesn't seem to be good enough! As a high school principal, I struggle with creating organizational flow for students and teachers. I copied your template with the intention of altering it to fit my needs, but after following your video, I was able to create a solution that allows me to track student tasks, notes, and discipline reports. Even better, I was able to create something very similar for my teachers, which includes tasks, notes, and evaluations. Both the students' and teachers' notes and tasks are related to each other as needed, while discipline and evaluation tracking remains separate and related only to their respective sources. Absolutely amazing! Thank you!

[peetung]

You're really good at explaining things clearly. Subscribed!

[sterlingsimpson]

straight fire 🔥🔥 thanks for the simplicity, definitely an appropriate design for Notion.

[garybpt]

That was a massive help! Thanks for your hard work putting this together.

[ivawritebol]

This is exactly what I needed!! You're the best!!!🎉🙏🏻

[shanewalsh]

Thanks man. Appreciate the free notion CRM.

[MarkusSchlussmeier]

Great tutorial, very many thanks! Now I have a super CRM and also learned a lot about Notion 😀

[adelmannoun]

Thanks productive dude for explaining all the details of this template in a simple way. And thanks for providing the template too… I followed you and built this CRM but also at the end used your template. Even If I want to use the template, building it once will allow me to understand all aspects of it and will help me to utilize it fully. Thanks for 3rd time for getting me back to use Notion😊

[iamjustintarr]

Incredible my friend. Thank you so much!!

[iamthatakashkaushal]

Thank you so much for this amazing video. I really like it.

[tutuknamonkeys]

Ok here's a little tip for the callouts. I used to have the same problem with the blocks, they wouldn't stay inside the callout so what I do now that makes it easier I think is I take an empty block or a divider and move it inside the callout, from that point you can put your mouse in front of the title of the callout and hit enter. Now you can add anything you want inside the callout without having to move things inside all the time because they don't stay there. Hope this helps

[bookssummaries-mpyy]

Thank you so much for a great video. 😀

[Joseph]

Awesome vid! Learned a lot! One thing i changed was I made quick add into buttons.

[hobstar]

Fantastic!
'*edited* I wanted to come back and say thankyou! I followed along and made it myself. As a new user to Notion, this has given me a lot of ideas for using it.

[tayler.acreative]

I appreciate you and your content so much! Thank you for doing what you do! Your videos have helped me tremendously with Notion!🤗🙏🏾

*sidenote do you plan to make a video about how to build a client portal in Notion? Or know of anyone who does? After I build my CRM I’m going to give it a shot!

[markus]

This is amazing! I've set it up to work as I would ideally want it to work for my company - however we would like to assign tasks to certain people. If a task is assigned to person "x", it would show up in their task feed. Is it possible you think, or is this more for a solopreneur?

[Alex-hbtf]

Thank you so much for this fantastic video💪🏻! I've just implemented this CRM system myself based on your walkthrough, and I'm truly impressed with how effective it is. However, I am encountering an issue that you briefly mentioned in the video and it's about the automatic creation of new entries. Every time I press the button, new entries are created automatically, even before I have the chance to assign a name. Could you please advise on how to fix this so that entries are only created after a name is provided? Thanks again for the great content!