Turning Notion Into Your Automated CRM system

Daniel Canosa February 14, 2024
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Daniel Canosa

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About

Hey, it's Daniel. I've been a Notion Consulting Partner since 2021, and run Systemify, an operations agency from Spain. In this channel, you'll learn how to use Notion, Automation, and AI to turn any chaotic service business into a well-oiled machine that doesn't depend fully on you.

Video Description

Having a CRM is crucial for any service-based business, so in this video, I show how simple creating one CRM in Notion can be and how we can automate every step of the way. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Chapters: 0:00 Intro (How to build and manage a CRM) 01:56 Build the CRM database with the statuses 04:00 Setting up the views 05:37 How to Use this? 09:27 Automations triggered by Notion 🅽 Resources: → Free Blueprint of a Wildly Efficient Agency (you can copy): https://go.systemify.co/yt → Here to all my Notion templates: https://go.systemify.co/templates ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ ⚙️ 100% recommended internet tools I use almost daily: - Notion (all my life and business is in there): https://go.systemify.co/notion - YNAB (automated budgeting app): https://go.systemify.co/ynab - Make (best automation tool): https://go.systemify.co/make I may get a commission if you purchase any of these softwares through these links.

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