How to Build a Notion CRM Like Salesforce (Free Template)
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- Опубликовано: 7 сен 2024
- Download this template here: www.optiopp.co...
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In this video, you'll learn how to setup a Notion CRM like Salesforce. This Notion CRM takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.
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I’m a certified salesforce admin and once i learned a little bit about notion was my first idea😂😂😂 because of the same reasons you mentioned here. Great work!
Always nice to meet a fellow Salesforce admin 🤝
Yes, cost and complexity is too much for most companies. This is a great start and the nice thing is it has the same data model structure as Salesforce, so when your company grows big enough for Salesforce, it's a seamless transition.
This CMS is really really good! It really streamlines the whole process of the sales and shows sweet statistics of financial and success rate of deals. You can add SEVERAL products to an ongoing deal, which makes this cms also ideal for smaller shops with many products. Its really a sweet alround tool for small businesses which just start out. Well worth the 50 USD
It’s awesome to hear you found the paid version so helpful!
Thanks for the template. I ended up buying the Pro version for $30. Definitely worth it.
Here's a question though: You said each contact nicely ties to an account, but I don't see that in the template. When I open a contact, I expect there to be a property like "Account" or "Parent account" or something that tells me which account that contact belongs to. Please clarify how this works.
Thanks, and please let me know a better channel to ask questions.
EDIT: Ok I figured out there's a quick action there to add a related account. Seems like it sets the Account Owner property.
I get it now, but leaving this comment for anyone else getting confused about this.
Thanks for trying out the Pro version and supporting my small business!
Yes, the button automation is great for creating that relation. You can also create the contacts from the Account and have them automatically related. The latter is personally how I do it, but created it the other way just in case.
Wow! That is just what i was searching for. I have been trying to simulate salesforce with notion for a long time!
I'm glad this was helpful! I also have a full video tutorial of how to build it from scratch if you're interested.
This is so helpful!!! Thank you for offering this amazing template for free and thank you for providing the onboarding material to it! As a co-founder of an early stage company, highly highly appreciate it!
This was exactly the goal when I created it and made it free. So glad to hear it's helping you out.
@@OptiOppNotion Where can I donwload the free version?
Hi Benjamin, I purchased your optiopp template and was wondering with so many recent Notion updates are you going to provide newer versions for the template?
Great Job! Thanks for the free version!
You're welcome!
dude..... if this video is what i think it is. This is gold
Haha I hope it turned out to be what you think it is!
Nice video, wonderfully explained!
Thanks, NotionMaestro! I'm glad you found it helpful
Wow, this is incredible, really impressive job! I hope this will bring a lot of businesses to a stage when they buy Salesforce development from you :D
Will use this in the meantime:)
Thanks for the kind words!
Amazing! Thank you for such relevant content! Greetings from Brazil! ;)
You’re very welcome!!
This looks really nice! For those who have a contact/request form on a website, when someone fills one of those out online, is there a way to have that info brought over and automatically create a lead in this system?
Yes, you can use Zapier or Make (no-code automation) to help you pull form data into Notion
@@OptiOppNotion I think I'm about ready to buy your template. The other question I was wondering about is if I can take an excel sheet of leads that can be imported into this CRM. If there is something that would need to be created to accomplish that, could I pay you to create that as well? Thanks!
@@Quick5260 You can understand how to important data into Notion by watching this video: ruclips.net/video/cMU1aYR19Io/видео.html
You can schedule a consultation with me here if you would like me to help you setup the CRM once you purchase it: calendly.com/optiopp/30min
can you do a commercial real estate CRM with a map integration, please!!
Potentially. Would need to see more demand in order to pursue that. We could discuss a CRM designed specifically for you if you wish.
@@OptiOppNotion would love to discuss more
@@JoeyG-CRE You can schedule time with me here: calendly.com/optiopp/30min?month=2024-06
If you have multiple sales agents how would you make it so they all have different data rolling up?
By using the property named owner, which is a person property type. This will allow you to create different views filtered by person.
if I use this and my business does well. i will pay $100usd for it
No worries if you decide not to tip 😀 I created this as a free resource to help out fellow entrepreneurs run their business
Thank you, this is great resource and template for small business like us. I have a question, whether this template can be extended to run services and projects as well?
I'm working on an update right now that will allow you to do just this. Check back in a couple of weeks!
Great, really looking forward to it.
Awesome, with the additional videos to support this video - do you have instructions on how to tweak it for someone else's business? I just need it for customers and potentially 2-3 services offered.
If you learn the basics of Notion, you should be more than capable of tweaking it to meet specific processes /data your client's have.
I would learn by:
- Watching videos on RUclips
- Visiting the Notion Academy
- Reading through Notion's documentation
Best of luck!
I don't understand why do we need opportunity and opportunity product as separate units? If "opportunity product" serves as a customised offer, why do we need a separate "opportunity" page? How is it different? What is it's purpose? Why do we need both and why can't we have one?
The benefits are the same as why Salesforce has them in their CRM. You can read about the benefits here: garysmithpartnership.com/opportunity-products/
Thank you for the video and for the template. I am a small English teaching business in Okinawa Japan and will be using this to track my pipeline for individual and corporate customers. For my sanity and reporting, I would like to change the currency value to ¥ Japanese yen. This may be a silly question - is it possible? I am admittedly not very savvy and have just begun my learning journey so bare with me.
Here's how you can change currency in Notion: notiondemy.com/change-currency-in-notion/
please advice what are the benefits of the paid version of this CRM?
You can view them here: www.optiopp.com/notion-crm
The best way to understand them is by watching the RUclips video.
Hi, I like this tool from the first impression. What I ask myself: In salesforce the total pipeline's value ist also based on the sales cycle stage: An opportunity of 100$ i.e. will be multiplied by the closing chance. Lets assume we are at a low stage in the funnel like prospecting and we would consider this to have a 20% closing chance then, as far as I recall the overall opportunity value would be 100$ times 20% so 20$. Is this included in your notion tool?Maybe that is what you show in opportunity product? But I understood opportunity product as what the opportunity is worth after giving a discount?
I didn't build something like this in the template because I was worried the complexity of managing it would be too much for the average user of Notion. It can be done though by building out a formula and then associating percentages to your stages.
Thanks for that prompt answer. One more question: I am considering to purchase the professional template but have already entered quite some data in the product database and made some modifications in the customer and company database. You recomment to purchase soon as a later purchase may make thinks more complicated. What complications do I have to expect and should I better start from scratch again?@@OptiOppNotion
Thats really awasome. You are incredible! Thank you for that! ❤❤❤❤❤
You’re welcome!
Very nice template! Thank you for sharing
You're welcome!
Why is there a block limit? How many blocks is it? Can I delete some and still get benefits from this system? I barely started using this and it said I had a block limit. Very frustrating.
Because that's the way Notion gets people to upgrade from a free plan. I offer a lot even in just the free product and that's why. You can try out other CRMs that offer less features if you would like to stay on Notion's free plan.
Hi, this look so good! ;-) Exists there a version with project and a project documentation? And maybe with a client-site, who can see the customer the actual status of the project, todos and could eventually work with the customer together?
The professional version of this CRM has projects. I need to work on integrating my client portal template into it. You can purchase both separately at this time. You can find the client portal on my channel as well!
@@OptiOppNotion Thank you :) It is wise to combinate these 2 notions template together in one notion teamspace? my thought is, that there could be links between the customer crm to the client portal (for me).
Do you try in the next time to combinate this two templates into one or would you say, that should I do on my own? ;-)
Hey quick question. I understand every field except the relationship between opportunity and opportunity products. Am I missing something or cant you just have the opportunities product step built into the opportunities step, to simplify and reduce amount of steps needed?
Amazing system, I just want to fully understand your thought process :)
Hey Chirp! This is a great question. The reason for the introduction of Opportunity Products is the same reason why Salesforce has them: increased reporting accuracy and flexibility of the system.
Here's a great post on the benefits of Opportunity Products: garysmithpartnership.com/opportunity-products/#:~:text=What%20exactly%20are%20opportunity%20products,many%2C%20opportunity%20product%20line%20items.
In my years of Salesforce consulting experience, one of the most common mistakes I see is companies not leveraging Opportunity Products in the Salesforce system.
Same goes for this system I created in Notion. You will save time not going through all of the extra steps of entering an Opportunity Product, but will see long-term impacts.
For example, introducing Opportunity Products (also know as deal line items) gives you the flexibility to produce quotes or invoicing to your customers out of Notion in the future. It allows you to recognize discount amounts & percentages.
Hope that helps :)
@@OptiOppNotion it’s me on my other account. Thanks a lot for the response. I’ll check that article out
Hi, I bought the professional version, which seems to be missing the nice little dashboard that you show at the beginning of the video with navigation, quick adds, overview of tasks and automations. I realize this could probably be built fairly easily on top, but I'm just wondering if I'm missing anything?
I'll add it in the upcoming version. It's a really simple thing to build and you can watch the video on Notion Quick Add buttons on my channel if you want to learn how to do it yourself until then.
@@OptiOppNotion Thank you! The new version is really nice.
Thank you! Very impressive
You're welcome, Kevin! I hope you find the CRM useful for your business.
How could this be incorparated into my business which is a flooring contractor ?
You could store all of your client contact information, revenue won / lost, potential revenue generating opportunities in the future, handle customer service, etc.
All the typical things a CRM helps businesses achieve but Notion offers you the ability to really customize it to meet your needs.
I downloaded this template but this video shows those shortcut tabs starting on the template are not showing
You need to expand on the Navigation by selecting the toggle.
Hi, Is it possible to export a weekly report of some kind with this template? (needing lead, contact, account, opportunity detail) Thanks!
Found this video. Might be worth giving this solution a try: ruclips.net/video/wfmh8uxspSY/видео.html
How can I see the difference between Basic and Advanced templates? There is a general 20 more views, 10 more databases, but what are they, what additional features does it have?
I've gone ahead and improved the landing page to show the differences between the 2. The biggest thing is lifelong access to the template and its updates as I keep it up to Notion's fast updates.
Professional CRM Ad-Ons
Invoicing
Sharing invoices through Notion provides a user-friendly and collaborative platform, enhancing client communication and transparency. It allows clients to access, review, and comment on invoices in a centralized and organized manner, streamlining the billing process and improving client relationships.
Campaigns
Campaigns are used to track and manage marketing initiatives and activities. They allow businesses to organize and analyze their marketing efforts, including lead generation, customer engagement, and promotional events, to measure their effectiveness and ROI. Campaigns help businesses coordinate their marketing strategies and evaluate the impact of their outreach efforts on their target audience.
Support Cases
Support cases are used to manage and resolve customer inquiries, issues, and service requests. They enable organizations to track and handle customer problems efficiently, ensuring timely resolution and customer satisfaction. Support cases provide a structured way to document, prioritize, and monitor customer support interactions, ultimately helping your business deliver effective customer service.
Miscellaneous ad-ons
- Video walkthroughs of how to use the features above
- 15+ new views to help you analyze your data
- More database and button automations
- Insights database for improved Account & Opportunity Analytics
- Introduction of Projects & Files databases
- Improved navigation
Does it integrate with mailing software such as Yesware? Does it record emails for each Contact? Or is that all manually done?
Does it have any integration with communications?
This can all be built using automation tools like Make or Zapier.
Is it possible to upload a csv list and it automatically create Contacts / Accounts?
Yes, you can learn how to do so using this video:
ruclips.net/video/cMU1aYR19Io/видео.html
You'll want to import your CSVs and then drag them into their databases. Make sure the column names and property types are lined up correctly before doing so.
awesome!
I'm glad you found this video helpful 😄
Are your fields customizable?
Yes, the template and Notion are extremely flexible. This will allow you to tailor the CRM to meet your business' specific needs.
@@OptiOppNotion great thank you
hi can you create a notion template for agency owner
I’m an agency owner and use this template!
@@OptiOppNotion i mean can you create a template which can helps agencys like manage their leads, finance, teams etc.
can i add WhatsApp button to Contact so i can send message thorough CRM !?
You can’t do that natively within Notion but I’m pretty sure you could figure out a way to do that using either Make or Zapier.