![]() ![]() My dashboard doesn't have many of the features bespoke CRMs boast, like a customer help desk or robust team messaging tools. When creating my own CRM in Notion, I kept all of these needs in mind. To optimize your time and workflows, you should see data like your conversion rates, annual revenue from each client, and the average time you spend per project. For instance:įor leads, I have pitches, proposals, rate sheets, and other reference material for discovery calls.įor current clients, I store style guides and important client information.įor past clients, I include offboarding processes and requests for referrals/testimonials.įinally, your CRM should have analytics for a bird's-eye view of how your business is doing. It's easy to waste time crafting new proposals or testimonial requests from scratch, which is why I love having quick access to my most-used templates. ![]() It also helps you track touchpoints and action dates along your sales funnel, like follow-up reminders and scheduled calls.Īnd once a prospect has converted into a client, your CRM should store all their relevant information-like style guides and contract terms-so you know exactly where to find it.Ī good CRM will also save you time by storing templates for each stage of the client funnel. ![]() A useful CRM lets you add new prospects quickly, along with all their relevant information (like contact info, URL, and pitch guidelines). ![]()
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