Notion CRM Masterclass: Build From Scratch
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- Опубликовано: 11 сен 2023
- In this Notion Masterclass, you'll learn how to build a Notion CRM from scratch. We use my 5+ years of CRM / Salesforce experience to construct a CRM that will be an asset to your business for the years to come.
If you would like a more complete version of what we build on this video, you can get the CRM below for free. I still highly recommend going through this entire video so you have knowledge of how it was built and can better tailor it to your specific needs.
Get Notion for free: affiliate.notion.so/cvbhror3ftlo
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OptiOpp CRM: www.optiopp.com/notion-crm
Schedule a Tutoring Session: calendly.com/optiopp/notion-t...
Join the Notion for Business Linkedin Group: / 12859271 
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Honestly, after viewing dozens of Notion CRM tutorial videos (some of them even cost me money, e.g. Udemy), this is by far the best one! Practical. No fancy stuff. Straight to the point. Most importantly, it solves my problems!!! Subscribed after 5 minutes of viewing!
Thanks for watching! I’ll be sharing more videos / ideas to build on top of it in the future so I’m glad you subscribed.
Thank you for this tutorial. I'm looking forward to your future videos!
You're very welcome!
Thank you for this amazing video tutorial! I had so much fun building my CRM ❤
You’re welcome!!
The value you just gave for free is outstanding. Great video.
Glad you think so 😁
I cannot thank you enough for this. I was honestly starting to lose my mind. Not only did you take things slow (also telling us how to slow down the video itself), but your cursor followed your instructions… that’s where I usually get lost! Thank you thank you!!
You’re very welcome, Katie!
Fantastic video, looking forward to completing the CRM with invoices, payments, payment date, etc... thank you so much
You’re very welcome!
U are a Goat! this what i was looking for perfect work nicely explain rly good job mate thank you very much :)
Haha thank you 🐐you’re very welcome
Thanks! Very useful for a small business!
You're welcome! Glad it can help other small business owners like me :)
This was really helpful. Built out an entire system for our roofing company. Thanks!
Love to hear that, Brett! Stay tuned because in the coming days we’ll be releasing a video on how to build a sales dashboard on top of this.
Since you're in the roofing business, there's a chance that most of your clients are individual homeowners... how do you deal with this whole company vs people database
One hurdle I always have with these CRM systems is that they have Companies+ contacts.. this is fine for vendors in my business but my customers are individual clients not tied to any business per se'
@@jzajzz You don't necessarily have to use the company database. Deals, tasks, etc. can be tied to just Contacts. You could also change the company database from "Accounts" to "Households".
That's the beauty of Notion, you can adjust it quickly to meet your specific needs.
@@OptiOppNotion got it.. I figured that much but I was always wondering if there is a potential issue down the line if I don't set it up that way... Glad to get the confirmation from someone who knows CRM systems in and out
@@OptiOppNotion can you help me build one for a moving company ?
THANK YOU!!!!! We non-profits are grateful
Glad to hear non-profits like yours are finding this video helpful!
You are a God sent
Thank you! I’m glad you found the video helpful
You are fantastic. Thank you 😊
Thanks for the kind words!
Amazing man !! thank you for all this info. It would be nice to see a bit more about how to layout the project after the deal is closed.
Thanks for the feedback, Andres! You can go on for forever creating a CRM in Notion so I tried to focus on just laying the foundation in this video. I'll be sharing ways to add onto it in the future and I'll keep this in mind!
thank you man! this was very helpful!!!@@OptiOppNotion
Great video. Can I ask how you get your relationship links on three columns - when I add fields like that they are all stacked on top of each other
Hey Amanda! I'm having a tough time visualizing what you're talking about. Do you mind sending a screenshot to ben.taylor@optiopp.com and I will gladly help you out!
Great video, one question, what's the purpose of the deal line items database?¿ You can relate the products to the opportunities.
Opportunity Line Items allow you to break down the products or services associated with a specific sales opportunity. This granular approach enables you to track revenue, quantities, and pricing for each product or service, providing a more accurate picture of your potential and actual revenue.
This!!! One thing is to teach to use notion for personal or freelancers. Other is to teach it from an Enterprise perspective. Salesforce experience is here…. Thanks man!
Do you think Notion can scale to automate sales process in prospecting and customer onboarding stage?
In Salesforce i struggled to incorporate a“companies network”, for example to id a customer, their shippers, their consignees, and then work those shippers and consignees as leads/prospects but without erasing the initial relation as it must be kept to calculate business opportunities…
Can’t find a way to sort it out besides creation unique data bases for each type of entity and duplicating data records……
At this time you cannot automate sales processes without the help of Make or Zapier.
Sounds like you need to create a series of relationship properties to reflect all these relationships in Notion.
At 22:39, you mentioned to built relation with Deals / Opportunities but I feel you missed it as it is not visible. Can you clarify whether it is needed or not?
Good catch. I meant to cut that off. It shouldn't be created. I'll edit that out .
This is going to help me a lot. Thanks so much.
I am trying to get an extra overview of the dealline items that are linked to a company or an account/cliënt. I work mostly with cliënt (coaching/training), so an extra fast and simple overview of that is very usefull.
Anyone knows how I can fix this?
You can use a task database and create views on it based on due date. Make sure the tasks are related to the account through the relation property.
Wonderful video, may I ask something quick? It's about the icons on any database, I noticed that the main icon appears when you create another new task or contact instead of having to insert it manually... how do you do it? I try to find out on my own but i can't figure it out
Btw I am learning a lot from you, greetings from Venezuela!
You do it from database templates. If you don’t know what database templates are, check out my video covering them!
@@OptiOppNotion thank you so much!
Hello for my specific use case I'd like to use Type and a sub type . .. I have 2 types of services that are drastically different .. the sub type will depend on which one of the service is selected. Can I Crete a relation within the same table to do this?
Yes, you can create relationships within same databases. Hard to know the best way to build exactly what you're trying to do without meeting and learning more about your use case though.
very good work! One question, how do I follow up a contact when he/she changes company. For example my contact A changes from company X to company Y. How do I manage it to keep the history (previous email, previous position (in the same company as well), tasks, etc)?
You could create a separate property named “Previous Company” that is a relation property to the Company database. There would also be a field named previous title. Then tasks and emails, I think those would be fine as is. You could enter a date they left the previous company so you know those tasks and emails are associated with the old company if you wish.
@@OptiOppNotion Thanks! I was thinking something like that, but I just wanted to know if it was contemplated.
I need a database for medical device sales. Nothing complex. Have you created a database for someone in a similar role?
Thanks
You would use the products / opportunity product databases and configure the columns to meet the requirements of information you need for medical devices.
Okay. I understand why you put that at the end… but why!!!!!😂😂😂😂. Still grateful that I watched this video and followed along, but dang lol
Put what at the end? Would love to know so I could help people avoid confusion like this moving forward!
You need a Super Like for this one
Unfortunately, RUclips only allows super likes on live videos at this time. If you want to help support me, I recommend trying out one of my paid CRMs. Will save you countless hours trying to build a CRM yourself. By already watching this video, you'll have a great idea on how to customize to meet your unique needs.
@@OptiOppNotion thank you. I’ll check it out. I def need one.
Hello! Thanks for the video. I see deals/opportunity to be similar to projects. What do you have in mind to differentiate them?Ie, I have Tesla | Notion Overhaul as a deal/ opportunity, but what do you then park the project under this deal / opportunity?. Thanks.
Deals / Opportunities are to track revenue or potential revenue for your business. Projects are for internal company projects or projects after you've secured a deal with a client.
The projects would be tied to the Account, not the Opportunity.
Thanks for the reply. So if I have a deal called Tesla | Notion overhaul that became a won deal, will I then start this deal under project with the same name? Is that what you had in mind?
I have subscribed, 😁
Love to hear it :)
Thank you for the good work but the problem is that you have to do it in full view because that was a bit blurry
Thanks I’ll keep that in mind for future videos
I've a list of customers in database table. Now each customers have sub-page. And in that sub-page there's 1 database table which shows purchase made from me year wise.
Now I want to have a sum of total revenue earned by me from various customers. Then how I can implement?
If I do Roll-up, then it takes data from only 1 customers. How get sum of all customers?
You have to create a fomula, filter to only deals won, then put sum() at the end. Please schedule a Notion training session with me if you need help creating the formula.
Schedule here: calendly.com/optiopp/notion-tutoring-session
Question: What screen recording Software are you using??
I used screen studio here
How would you integrate 2 things:
1. Client meeting notes and interactions
2. Research and documentation to reference to for client recommendations
You could do this by creating new databases and creating relationships to your client database.
I would make sure you let people know that they will need a paid plan to use the automations, if they so choose.
Will keep that in mind for future videos! I will say if anyone is serious about using Notion as their CRM they’re inevitably going to have to get the paid edition due to page restrictions.
I get that many are still unsure while building it out while using this video though.
I tried to import existing csv files into this structure, but completely messed all relationships. How should I tackle that?
Either make this adjustment manually or use a service like Make or Zapier to help you automate those relations.
Hey I recently connected zapier to notion to fetch Facebook messenger conversations to create a lead in notion the problem is whenever a message is sent it creates another lead for the same conversation is there is anyway to auto merge the duplicate lead?
Yes, you can use a unique identifier and a path in Zapier. Use something like the user id in Facebook messenger (not familiar with their API so might be something different) and map that up on the Notion side. If a contact with that ID exists, the Zap path will read that and then not create the duplicate.
@@OptiOppNotion thanks I’ll give it a try
Was good until around minute 21 and the lighting bolt... can't do the automations you did without a paid account. I mean I could manually fill out what was being automated, but I would need a paid account to use the automation feature.
This CRM works just fine without the automations. If you don’t want to upgrade for $10 a month, you can just skip that part of the video and keep in mind you’ll have to do those tasks manually
I think you can use database templates instead of automations in 20 min
Yes, that’s correct. I don’t believe the date set to today was a Notion feature when I created this video. It’s great they keep adding stuff 😁
Appreciate you pointing that out.
It seems that anyone who knows salesforce logic would be preset to understand Notion.
Once you understand one software, others become much easier to understand. There are many things in common between software tools today such as how to write formulas, automation logic, etc.