Hi all! In this Notion Tutorial, I build out an entire CRM to get you started on managing your customers in Notion. We build four databases and connect them together to manage projects, tasks, and interactions with clients.

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Time Stamps
0:00 - Intro
00:56 - Why I use a CRM for my business
01:54 - Creating a Page
02:22 - Types of pages we'll be building
03:36 - Creating Headers
04:38 - Creating Databases
05:30 - Creating a Table
07:27 - Creating the Projects Database
08:44 - Building the Interactions Database
10:44 - Creating a tasks database
11:27 - Linking Databases
16:23 - Linking the dashboard to the databases
18:34 - Building Out a Client Template Page
25:38 - Putting it all together
27:41 - Creating a Calendar
29:41 - Applying Client Templates
30:32 - Customizing the View of the Databases
33:50 - Adding Due Dates
35:24 - Adding a Billing Column
36:51 - Sorting by Completion
39:46 - Organizing the Dashboard
45:31 - Final Thoughts

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GOT A QUESTION?

Want us to answer a question on the next episode? Just leave a comment below and we'll do my best to get to it on the next vid.

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