My Process in Building a CRM Tool Using Notion As a , I build micro tools to solve my own problems. For example , , , and product builder↗️ article tool event app meal box app finance tracker , SaaS tracker , Notion portfolio , book reading tracker . Building professional relationships have opened doors to many opportunities and helped me grow as an entrepreneur. Today, I will share my process of creating a CRM in Notion; and how you can use this tool to stay on top of important relationships. 1. Starting Point 💡 One of my career goals is to improve professional relationship building and establish meaningful conversations. Therefore, I have developed the habit of intentional networking. My goal is to: Discover thoughtful people and brilliant minds who operate in product/tech Create high-quality conversation via email, DM, or call Develop long-term friendships rather than increasing the number of my “network” Express gratitude to people who have supported my journey In this Notion CRM, I want to accomplish these activities: Keep track of my connections Capture notes of conversations Schedule time to re-connect Make an introduction if they are looking for cofounders, new hires, freelancers, or investors. 👉 CRM template & tutorial is available on Notion TrackerSuite 2. Create a CRM Database ✍️ In an empty Notion page, create a contact database by adding a Table. Identify parameters you want to track for your networking activities. Here are some examples in my setup: Full name Profile photo Email address Social profile (LinkedIn, Twitter, Website URL) Background (founder, engineer, product, growth) Association (friend, acquaintance, co-worker, client) Rating scale Contact date (First contact, Last contact, and Next contact date) Conversation notes Areas I can provide help Status (Reconnected, To reconnect, To reach out) Some of my Notion clients also requested to include things like: ✅ a to-do list template for each contact, 🎁 a thank-you note reminder, multiple contact list views / layouts based on different connection types, etc. 3. Style the Contact List 🎨 Using Gallery view in Notion is a great way to visualize your contact list in the form of a “card” display. You can create a separate “card” view that is based on the same contact database created in Step 2. Each view has its own purpose. For example, I prefer using Table view (see Step 2) to record, tidy up, manage, and update my contact list; Gallery view to highlight important info or reminder about that person: To display a summary of a person, I have configured the Gallery view to include these details: Profile photo Name of the person Association Email address Areas they are looking for help 4. Manage Connection Activity 📆 One way to build professional relationships is to . Therefore, I create a separate “Activity” view to log the status of the connection: nurture existing networks and curate new connections To reconnect (to touch base after last contact date) Reconnected (recently reconnected) To reach out (haven’t connected) First-time contact (new connection is made) Set a reminder to connect: You can also set a Date/Time reminder using Notion. Add a Date selector in the CRM tracker and set up the time accordingly: Once I set up the reminder, Notion will prompt the notification and I will be able to see it from the left panel: 👉 CRM template & tutorial is available on Notion TrackerSuite 5. Take Conversation Notes 📙 I often jot down notes during the conversation whenever someone mentioned a helpful tool, a case study, a resource link, or things I learned about a person. I also take notes on areas they are looking for help — followed by an action item I can do for that person. For example: Hiring a full-time Golang developer (refer someone I know) Looking for cofounders (make an intro between X and Y) Jane is an avid reader (share my book notes) 6. Notion Tips and Tricks 🤩 As a Notion hacker, I love using the Notion formula, filter, sort, and display settings to optimize my CRM workflow and speed up my productivity. Helpful Notion tricks I use to organize my CRM tracker: 1. As your contact list expands, organize the person’s name by ascending/descending order to easily find them Organize the “Last Contact Date” in ascending order to surface older contacts or people you need to reconnect Use the ❤️  or ⭐️  emoji to indicate important people in your life or people who have supported you throughout your career Create a Calendar view to visualize your networking activities by month Use Notion formulas to calculate the year of meeting and identify the number of connections made in X year Learn all these tricks in the Notion video series: Want to speed up your Notion skills in 3 hours? Learn to build a perfect Notion system. Check out Notion TrackerSuite [1] Find me on Personal Site / Twitter / LinkedIn 🔥 Previously published here .

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Notion CRM template: How I use it to Grow My Career

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Zoe Chew

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Notion CRM template: How I use it to Grow My Career

Too Long; Didn't Read

Zoe Chew

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