How to build your CRM using Notion

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chandon55
Posts: 858
Joined: Thu Jan 02, 2025 7:01 am

How to build your CRM using Notion

Post by chandon55 »

You can add a custom calendar to your Notion dashboard to simplify scheduling and tracking appointments. You can also set reminders to ensure you never miss an important meeting or deadline. This is essential for effective time and sales force management.

Plan your personalized CRM
If you choose to build a custom CRM , you'll need special lead to define the information you need for your business before you start designing the pages and features of your system. Keep in mind that this approach requires careful consideration, but in return, it offers unparalleled flexibility and complete control over how your CRM is organized.

On the other hand, Notion CRM templates are an ideal solution for SMEs, VSEs, and associations looking to quickly implement a customer management system. These pre-designed templates have been professionally designed to provide a comprehensive overview of prospecting and customer management processes.
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