There’s also a pipeline view, which lets you see how close you are to closing each deal. With the database view, you can see all your organization’s contacts, with a breakdown of their contact information and how much they’re worth to your business. If you want to use Notion as a CRM, you can start with our Simple CRM template for Notion. Thanks to Notion’s flexibility, you can build databases, Kanban boards, and galleries for just about any use case. When you use Unito, you can sync contact information from multiple tools or even a dedicated CRM. You can build flows that sync crucial data back and forth between the tools in your stack. Unito is a no-code platform with the deepest two-way integrations on the market. That makes it a great choice for building a flexible database you can update in just a few minutes. Plus, because you’re building it on Notion’s platform, it works seamlessly with Kanban boards, project management methodologies, and whatever else you can build. With Notion, you can build enriched databases with a host of custom fields, deep filtering options, and more. In fact, some of the tools you’re already using - like Notion - can work great as your CRM, too. You don’t need to use expensive, complicated software to manage customer relationships. Companies who use CRM software see 45% more customer retention and increase their sales by an average of 37%. Many organizations still use spreadsheets or industry-specific software - like claims handling software for insurance companies.īut CRMs make everyone’s lives easier. You can definitely run your sales and support teams without a CRM. It also gives them easy access to the contact information they need. Why use a CRM?Ī CRM - or customer relationship management - tool helps customer-facing teams keep track of conversations, deals, and asks from prospects and customers. Here’s a Notion CRM template to get you started.
In this post, you’ll see how you can build a CRM in Notion and how you can populate it automatically with Unito. Teams that are already using Notion for their databases can even turn it into a CRM - at no extra cost. But much like that phone, keeping contact information on bits of paper is more than a bit outdated.
How are you keeping track of your customers? There was a time when you’d keep business cards and other scraps of paper by your landline, so you were always ready to make a call.
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