How to Use Notion as a CRM for Your Business | 2020 Version
Vložit
- čas přidán 26. 06. 2024
- For my business, I needed a space that could do everything - create content, house projects, and build an intuitive CRM for my clients, partners, and contacts. In today's video I'm walking you through exactly how I built my CRM (and giving you a free template), as well as explaining why data is important - even as a creative.
Get your business online with Squarespace | squarespace.syuh.net/EmYmQ
----
LET'S CONNECT:
🐦 Twitter | / thesaraloretta
📬 Newsletter | www.systms.club/subscribe
☕️ Support future content | www.buymeacoffee.com/thesaral...
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting this channel so I can continue to provide you with free content each week!
Y'all this black studio though!?! Who's ready for the full tour next week?
Great enthusiasm
Finally found you, girl! I've been struggling a bit in organizing my digital business stuff. Thanks for this, will check more of your videos, I find it essentially helpful! 😍
oh can't access the template tho.
I launched a whole bundle this is under now! www.99saintclaire.com/notionfordesigners
@@SaraLoretta thank you
I am glad to see this video, thank you for sharing the template. I am going to start a career in sales and I am trying to figure out how I can manage a CRM using Notion. I am new to digital planning and iOS, and maybe, I could use your help.
🔥🔥🔥🔥 content
Lo describis en español y todo el video esta en Ingles ??????
Hi! I was trying to get a look at the Notion CRM Template. Can I have access please?
Hi Patricia, I actually just launched an entire bundle with the CRM included - check it out here! www.99saintclaire.com/notionfordesigners
@@SaraLoretta hi. It mentioned in the video that this template is linked in the description but the bundle you’re describing is $67 geared to design businesses. I wanted to follow along with the template in the description that you mentioned before looking at purchasing a package that may not be for me so I can get a feel for if it would be. It’d be great if you could make that one template free again.
is there a way to import google contacts into this template?
You can do that with Zapier I’m sure!
Hey ! Just looking at the video and the link to the template doesn't work anymore. Would've loved to look at that template.
It works! Its just an updated template. I'm working on a video this week with the updates.
@@SaraLoretta Will be checking that later then. Thanks for the reply :)
the link to the template is not working!
It works! Its just an updated template. I'm working on a video this week with the updates.
The template isn't available
It works! Its just an updated template. I'm working on a video this week with the updates.
I love Notion, but as of right now it's not feasible as a CRM for me. As soon as Notion gets the API set up I'll come back. I need to have info from my form straight in my CRM. Manually adding people @ 1 hr/day is just nutso.
Totally! I feel the same way, I'm actually playing with using Chilipepper forms as a way to auto-add new leads into my CRM, rather than the contact form on my Squarespace website - but the downside to that is there is a question limit of 10, and I need about 15 inquiry spaces. I did recently do a complete overhaul of my CRM process for 2021, so I'll be posting a video on it soon!
@@SaraLoretta also... security for customer data? Pretty sensitive stuff - what is your take on this?
The link to the template did not work for me.
Try this! saraloretta.notion.site/Basic-CRM-Database-f9b00feed7e348e39b13498132a5cb77
the link to your template doesnt work, can you sent me? thanks!
It works! Its just an updated template. I'm working on a video this week with the updates.
@@SaraLoretta thanks Sara, great video! now it's time to serious business actions!