I Built a Personal CRM in Notion (step by step tutorial)
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- Опубликовано: 12 май 2024
- #notion #notiontutorial #notiontemplate
Build a streamlined personal CRM in Notion for effective job tracking, networking, and mentorship management.
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Today, we delve into constructing a personal CRM in Notion as a continuation of the Career Quest Notion series, which previously covered job trackers, resumes, and cover letters. This video is the step by step process of setting up a personal CRM in Notion by emphasizing simplicity and efficiency. We initiate by creating a single database instead of multiple to avoid unnecessary complexity, underlining the importance of a minimalist approach to effective personal data management.
The Notion tutorial guides viewers through the practical steps of setting up the CRM in Notion, starting with essential fields such as name, email, and phone number, then introducing a unique 'expertise' property to categorize contacts by their professional skills-ideal for seeking mentorship or specific advice. Having this in your Notion personal CRM is vital in maintaining connections by filtering contacts by their areas of expertise, which streamlines reaching out for guidance or collaboration. This feature is especially beneficial for those looking to harness their network for problem-solving and professional growth.
Furthermore, we explore advanced features such as the last contacted date and the ability to group contacts by the type of relationship, such as family, friends, or professional connections from specific companies. This organization aids in personalizing communication strategies and ensures that no contact is neglected over time. We also use Notion Sort (Sorting in Notion) to organise contacts by the last interaction.
This free Notion CRM Template is a simple and effective way to organise your contacts in a single database.
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My Notion templates are not affiliated or endorsed by Cal Newport, James Clear, Brian Tracy, Tiago Forte, Andrew Huberman, Dwight Eisenhower, anyone used in a thumbnail or mentioned in the video, nor anyone else unless clearly stated.
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Bro you're amazing. This is so helpful!
Aw thank you, I really appreciate it!
Having worked with dynamics 365 for 9 years, im musing on what i actually need. Adding call/contact notes and tasks i still need. And playing with obsidan for resources and on prem security, so trying to figure out how to connect the two .. . Zapier isnt playing ball and i dont want to sink time entering info in 2 places
i would love it if you could make a goals template because I have been struggling to work towards my tasks or my goals
love the idea! will add to my list
As always, thank you very much for quality content! Is there a chance to make an inventory CRM together with the sales produced and including income and costs?
I've had on my list to make a sales CRM template for a while :) Will push it higher up the list :D