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