Turning Notion Into Your Automated CRM system
Having a CRM is crucial for any service-based business, so in this video, I show how simple creating one CRM in Notion can be and how we can automate every step of the way.
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Chapters:
0:00 Intro (How to build and manage a CRM)
01:56 Build the CRM database with the statuses
04:00 Setting up the views
05:37 How to Use this?
09:27 Automations triggered by Notion
🅽 Resources:
→ Free Blueprint of a Wildly Efficient Agency (you can copy): https://go.systemify.co/yt
→ Here to all my Notion templates: https://go.danicanosa.com/templates
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⚙️ 100% recommended internet tools I use almost daily:
Notion (all my life and business is in there): https://go.danicanosa.com/notion
ConvertKit (newsletter + email automation): https://go.danicanosa.com/ck
HypeFury (Twitter Automator): https://go.danicanosa.com/hypefury
Teachable (host online courses): https://go.danicanosa.com/teachable
Readwise (sync highlights w/ Obsidian, Roam, and Notion): https://go.danicanosa.com/readwise
Freedom (app blocking): https://go.danicanosa.com/freedom
TubeBuddy (YouTube research): https://go.danicanosa.com/TB
I may get a commission if you purchase any of these softwares through these links.
