Notion Tips

Making the most of your notion.so experience

  • Home
  • Resources
  • Contact
  • Roam Research Tips
You are here: Home / Tips / Using Notion as a CRM

Using Notion as a CRM

Notion has a few built-in CRM templates, and they’re great, but we’ve extended things quite a bit more for our agency. You can track stages of your leads, potential value and other common CRM stuff, but then also includes a variety of “views” to give you quick access to other data and stats.

This video walks through it, and you can find download this template here.

Comments

  1. Brandan Fontes says

    January 21, 2020 at 11:13 pm

    Hello interested in how you would go about merging a list of 300 contacts into this CRM.
    Also, would you be interested in doing a screen share if I paid you for your time, to help me?

    Reply
    • greenmellen says

      January 21, 2020 at 11:53 pm

      When you have it pulled up, you should be able to click the 3-dot menu in the far upper right corner of the screen and choose “merge with CSV”. In your case, since your needs are likely slightly different than mine, load in your CSV and then clean it up from there.

      As for screenshare help, we could certainly look into that, though it’d be next week. Play with the CSV import and see where you get, and then you can email me at mickmel@gmail.com if you need further help.

      Reply
  2. David Higgs says

    June 18, 2020 at 12:33 am

    Hi Mickey, great video and great CRM Template. I am wondering if there is a way to integrate inbound leads into the CRM? Say if I wanted to connect my contact form from my website using something like Zapier as a connector?

    Reply
    • greenmellen says

      June 18, 2020 at 7:18 am

      Not yet, unfortunately. Their API is coming “soon”, and once that it out it should open up a lot of possibilities like this.

      Reply
  3. Jerry says

    July 22, 2020 at 3:39 pm

    Notion Personal CRM form: Can the Professional column heading be deleted in place of additional property column?

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Want to learn more about Notion?

If you want to learn more about Notion, I’ve built a comprehensive course to walk you through using Notion.

Even better, you can use the code “tipswebsite” to get 25% right now. This course is a great way to get up to speed on how to use Notion, and I hope you find it helpful. Check it out now!

Recent Posts

  • Creating an exercise log in Notion
  • How I use Roam Research and Notion together
  • New plans and pricing from Notion
  • Managing guitar tabs and chords with Notion
  • Managing tasks and projects with Notion

Copyright © 2021 · Beautiful Pro Theme on Genesis Framework · WordPress · Log in