Build a Personal CRM in Notion [Detailed Guide]

Check out my Notion templates:
creativecovehq.etsy.com
In this video, I show you how to build a personal CRM in Notion that allows you to track relationships & commitments, schedule meetups and stay organized.
This personal CRM is ideal for everyone that wants to strengthen their personal relationships.
I hope you enjoy my video on how to build a CRM in Notion, as always, please comment below if you have any questions.
Timestamps:
0:00 - What is a CRM & why do I need one?
1:21 - Tour of the personal CRM
5:01 - Setting up the database
6:13 - Work out a person's age
8:14 - Work out their next birthday
10:28 - Adding work details
11:48 - Show contact status
14:00 - Add person notes template
16:08 - Add CRM overview page
17:24 - Add cover photo to overview
19:05 - Create VIP tab
19:38 - Create upcoming birthdays tab
20:30 - Set up calendar

[@ScottWalker555]

That was fantastic. I went from never using Notion to having a custom CRM for tracking my networking with just this one video. I wish I could give in 1,000 👍. Thank you.

[@creative_cove]

You're very welcome, I'm glad you found it useful! 😊

[@arefinimtiaz6782]

Great 👍

[@fudgywudge]

Hi, me again! Sorry for all the comments, I'm basically working my way through your videos and using them as a masterclass 😅 The CRM is working pretty well for me, and is definitely something I really need (I used to have something similar in my bullet journal) but I would like for the birthdays themselves to show up in my Notion Calendar. However, whenever I duplicate the view and set it to calendar, the only dates that are flagged are the dates when I last contacted the person. I have tried hiding all other properties except the birthday, to no avail (then it just doesn't flag any dates) Any idea why that might be? Thanks again!

[@creative_cove]

I think this is happening because the 'Next Birthday' property is actually a formula property so Notion is just seeing it as a formula rather than a date. Currently the Notion Calendar will only be able to pick up 'Date' properties so I don't think it will work for now. :)

[@vijaysalunke3119]

Pls make get things done concept video or second brain in notion

[@creative_cove]

I'm working on it already!! Keep a look out :)