- 40
- 248 530
OptiOpp
United States
เข้าร่วมเมื่อ 6 พ.ค. 2023
Notion Templates & Tips for Businesses
38 Notion CRM Charts
We hope to inspire your Notion CRM Charts creation by showing off 38 different types of charts. These charts look at company, deal, contact, product, project, task, and support databases.
Get the OptiOpp Notion CRM (Free/Paid): www.optiopp.com/notion-crm
Get Notion for free: affiliate.notion.so/cvbhror3ftlo
--------------------------------------------------------------
Optimize your operations with OptiOpp 👇
Schedule a Coaching Session: calendly.com/optiopp/notion-tutoring-session
Get the Agency Notion CRM: www.optiopp.com/notion-agency-crm
Get the Simple Notion CRM: bentayloroptiopp.gumroad.com/l/notion-simple-crm
Get the OptiOpp Notion CRM (Free/Paid): www.optiopp.com/notion-crm
Get Notion for free: affiliate.notion.so/cvbhror3ftlo
--------------------------------------------------------------
Optimize your operations with OptiOpp 👇
Schedule a Coaching Session: calendly.com/optiopp/notion-tutoring-session
Get the Agency Notion CRM: www.optiopp.com/notion-agency-crm
Get the Simple Notion CRM: bentayloroptiopp.gumroad.com/l/notion-simple-crm
มุมมอง: 456
วีดีโอ
Notion Personal CRM (Free Template)
มุมมอง 1.7K7 หลายเดือนก่อน
Master Your Relationships with a Notion Personal CRM. Get this Notion Personal CRM here for FREE: bentayloroptiopp.gumroad.com/l/notion-personal-crm Learn how to create and utilize a customizable Notion Personal CRM to efficiently manage and track your personal and professional relationships. This system allows you to store and organize contact details, interactions, notes, and reminders. Disco...
Simple Notion CRM
มุมมอง 2.5K7 หลายเดือนก่อน
Get the Simple Notion CRM: bentayloroptiopp.gumroad.com/l/notion-simple-crm Everything needed for company operations in a simple one-page layout. Designed for solopreneurs, startups, and small companies in mind, this Notion CRM provides a simple layout so that you can focus on what truly matters: growing your business. With a sleek design, you'll never have to leave the main CRM view with every...
Notion CRM for Agencies
มุมมอง 7K9 หลายเดือนก่อน
As an agency owner myself, I developed this Notion CRM for agencies to combine traditional CRM features with the ability to create client portals that you can use to track billable hours, project tasks, and more. Get the Agency CRM here: www.optiopp.com/notion-agency-crm Want a CRM that is setup like Salesforce? Check out our website: www.optiopp.com/ Get Notion for free: affiliate.notion.so/cv...
Build a Notion Business Growth Dashboard
มุมมอง 1K9 หลายเดือนก่อน
Notion Business Growth Dashboard - a simple dashboard designed to provide your business with invaluable insights into key performance metrics growth over time. Get our highly-rated Notion CRM for free: www.optiopp.com/notion-crm Get Notion for free: affiliate.notion.so/cvbhror3ftlo Data Jumbo: datajumbo.co/?via=benjamin MoM Growth % Formula: round(((Metric - Previous Month Metric) / Previous Mo...
Notion CRM 2.0
มุมมอง 10K11 หลายเดือนก่อน
Get this Notion CRM here: www.optiopp.com/notion-crm Get Notion for free: affiliate.notion.so/cvbhror3ftlo The foundation of your Notion workspace for years to come. Take your business operations to the next level by managing sales, customer support, billing, analytics, and more all within a template carefully constructed by a certified CRM software expert. Optimize your operations with OptiOpp...
Notion Masterclass: Build a Client Portal From Scratch
มุมมอง 16K11 หลายเดือนก่อน
Learn how to build a Notion Client Portal from scratch and take your client management to the next level. Get Notion for free: affiliate.notion.so/cvbhror3ftlo Optimize your operations with OptiOpp 👇 Schedule a Tutoring Session: calendly.com/optiopp/notion-tutoring-session Get the OptiOpp Notion CRM: www.optiopp.com/notion-crm
Notion Enterprise Plan Explained
มุมมอง 1.2Kปีที่แล้ว
In this video, we'll cover the benefits of upgrading to the Notion Enterprise plan. With features added like workspace analytics and an audit log, it's a great investment for team's who are using Notion to collaborate. Get Notion for free: affiliate.notion.so/cvbhror3ftlo Notion Plan Breakdown: www.notion.so/pricing Optimize your operations with OptiOpp 👇 Schedule a Tutoring Session: calendly.c...
Notion Formula 2.0 Analytics Dashboard
มุมมอง 3Kปีที่แล้ว
Learn how to build a Notion Formula 2.0 Analytics Dashboard and make the most out of your Notion workspace. Get Notion for free: affiliate.notion.so/cvbhror3ftlo Build along with the free Analytics Dashboard template: optiopp.notion.site/Sales-Analytics-24e7136350844d27b21f6fa464d3a901?pvs=4 Optimize your operations with OptiOpp 👇 Schedule a Tutoring Session: calendly.com/optiopp/notion-tutorin...
Notion Masterclass: Build an Invoicing System
มุมมอง 10Kปีที่แล้ว
In this video, you'll learn how to build into your Notion workspace the ability create, send, and track your businesses' invoices. Get Notion for free: affiliate.notion.so/cvbhror3ftlo Follow along and check your work by duplicating this template into your Notion workspace: optiopp.notion.site/Invoice-Hub-f5622aaf68784a5f8f4c4e0cfd0d065a?pvs=4 If you're unfamiliar with Notion Formula Variables ...
Notion Variables Explained (Formulas 2.0)
มุมมอง 3.9Kปีที่แล้ว
In this video, you'll learn how to use Notion Formulas 2.0 variables and best practices. Work with Ziki as she creates a formula that allows you to easily see project analytics in a gallery view. Get Notion for free: affiliate.notion.so/cvbhror3ftlo Work alongside Ziki using this template: zikii.notion.site/Variables-Tutorial-3e5b31a53ad94202a4182486094724b0?pvs=4 Connect with the Notion Formul...
How to Setup Notion for Customer Support
มุมมอง 3.4Kปีที่แล้ว
How to Setup Notion for Customer Support
Notion CRM Masterclass: Build From Scratch
มุมมอง 34Kปีที่แล้ว
Notion CRM Masterclass: Build From Scratch
Notion Real Estate Investment Manager (FREE Deal Calculator)
มุมมอง 2Kปีที่แล้ว
Notion Real Estate Investment Manager (FREE Deal Calculator)
Notion's NEW Automated Database Templates
มุมมอง 2Kปีที่แล้ว
Notion's NEW Automated Database Templates
Sprint Based Notion Client Portal & Dashboard
มุมมอง 6Kปีที่แล้ว
Sprint Based Notion Client Portal & Dashboard
How to Setup Notion MFA (Increased Security)
มุมมอง 867ปีที่แล้ว
How to Setup Notion MFA (Increased Security)
Use Notion Formulas to Create a POWERFUL Search Engine
มุมมอง 1.9Kปีที่แล้ว
Use Notion Formulas to Create a POWERFUL Search Engine
How to Build a Notion CRM Like Salesforce (Free Template)
มุมมอง 57Kปีที่แล้ว
How to Build a Notion CRM Like Salesforce (Free Template)
Setup Notion Database Templates Like a Pro
มุมมอง 6Kปีที่แล้ว
Setup Notion Database Templates Like a Pro
How to Upload Google Sheets & Excel Data into Notion
มุมมอง 25Kปีที่แล้ว
How to Upload Google Sheets & Excel Data into Notion
How to Mass Edit Notion Databases With Buttons
มุมมอง 916ปีที่แล้ว
How to Mass Edit Notion Databases With Buttons
How to Create Custom Colored Text in Notion
มุมมอง 1Kปีที่แล้ว
How to Create Custom Colored Text in Notion
4 Ways to Use the Slack Integration in Notion
มุมมอง 12Kปีที่แล้ว
4 Ways to Use the Slack Integration in Notion
How To Quick Add Records In Notion With Buttons
มุมมอง 1.8Kปีที่แล้ว
How To Quick Add Records In Notion With Buttons
but 40 dollars a month!!
Notion is free to use unless you're hitting data limits or wanting to add additional members to your workspace. The lowest cost per user is $12 so unsure where 40 is coming from
I like the pre-worship service pad music, lol
Thanks for explaining Notion, I gave up considering it when i watched other videos, yours made sense! That timetable is so clean, I can't find it :(
I just bought the Simple Notion CRM and at the instructions page is says to click the Access Template button, did that then.... click on the ... in Notion and click 'Duplicate Page'. That option doesn't appear on the Template page or on my version of Notion, what do I do now?
how cna i add multiple products in 1 oppourtunity? my buyers buy 2-3 rpoducts from me
You should associate multiple opportunity product records to the opportunity
thank you dude!
Hi there.. thank u for the video.. usually how long & how much it will cost for customization CRM in notion built by u? ◡̈ thanks 😊
Really cool. I'd been using Notion for several years, but some tips are new even for me. Thank you!
where can i find the updated link?
I just bought proffessional CRM of your site. but it does not include the analytics?
I believe I answered you over email. Let me know if I’m incorrect.
Hade you made updates to your CRM systems? I'm looking into the Agency or Business CRM at the moment but I'd like the notion forms to be conected for client tickets first. Also I'd like to have objectives for the business crm which only seams to be in the agency ?
Hey Benjamin, thanks for this CRM, I purchased recently, really helpful for our team, I had a quick question, how do I change currency from $ to £ in the database?
Edit the amount property and you’ll see and option to change the currency type
This is too complex to do now because Notion has changed these databases to something else. It also does not give you meeting templates like the way it is shown in this tutorial and I even have a paid account so...anyway.
Hi. Is there any way to automate time entries within the same database. Meaning that instead of creating two different templates for the tasks and time entries, I managed within the same database. I simply added another table after the board view is given for the time entries. I appreciate the way you've shown each and every step. Thank you and looking forward for your answer.
In all open pipeline i cant put sum() as it says Cannot call sum() with target of type array. [0,20] I have been struggling for a long time now.
Thank you for this detailed and super hero video. It means a lot to me. I need to learn something special; What should we do when the product price is changed for same product? I duplicated the product for new price information, deactivated the old one. But I think, this is not sustainable. Do we must to duplicate product page in every price change for one product? Please let me know any solution for this.
Yes you need to or else you older deals will be impacted with the new price and your revenue information might be inflated or deflated.
I haven't thought of a better way to do it yet but am all ears. Notion wasn't built specifically for CRMs with product purposes so it's definitely a workaround.
@@OptiOppNotion Thank you so much for answer.
amazing video
Thanks!
Can I change the currency?
Yes, you can do this by going to the number property and changing the currency type.
@@OptiOppNotion how many currencies are you having? My company at least 4 currencies : USD, SGD, RM, IDR
Hey, is it possible to multiply the Amount by Month. My Agency i selling retainer to clients and it would be a gamechanger to adjust this at the Opportunities. So i can see the total Income for this Sale. PS: I Love this CRM Thanks for your work.
Yes, this is how you’d do it: 1) create a number property named month 2) create a formula that is (amount * month) and change it to a currency number type
Thank you very much, Ben! Thorough, clear, & very useful. 👏
You're welcome!
When I click on the button I created I get all the properties in the database, not just the ones I selected for the button…
I think it is the new design. So what I did was after the "Add pages to" step, I then clicked "Add action" then selected "Open page, form, or URL". Then on the "Select page" drop down, I selected "Page Added" and it gave me an option to select the "Side/Center peek or Full page". And lastly I pressed "Done" to close. It worked.
Thanks, clear and well explained.
Thank you!!
It's exactly what I need. Thank you so much ! 🙏
You’re welcome!
Legit SOOOOO confused. I'm so new at this but I'm just trying to create a simple table template but every tutorial I'm finding seems so advanced. Is that "opportunities" table in your first shot a page? What do you mean "go to one of your databases in notion?" I've been trying to figure this out for literally hours now.😭
I recommend starting with the basics and going through Notion's documentation. www.notion.so/help/category/new-to-notion
Excellent way to use Notion!
Thank you!
I'm working to build this dashboard out for a client of mine, and I'm running into issues with the MoM Revenue % column; I'm getting a message that it "Cannot do math on array and array. [6,9] Cannot do math on number and array. [0,12] End of input expected. [323,324]". Any suggestions? I'd also like to point out that my column headers have the relationship arrow vs. nothing like yours shows, perhaps I did something wrong in the set up of the columns? I did double check everything but maybe I missed something important. This is a great tutorial, I appreciate the help so much!
You need to sum your values most likely. Tough to know without seeing your formulas though.
This is an amazing tutorial. It solved so many problems for me and saved me tons of money. Can I give you money? Where do I give you money?
You can buy my Professional CRM and at the same time save yourself a lot of time building a CRM yourself! Here's the link: www.optiopp.com/notion-crm
While I'm using Notion for documentation, playbooks and such, I'm still using Linear for Task Management & Sprints. For some reason tasks in Notion always feel too sluggish. The Linear shortcut keys (or Keyboard first design) makes it so much more snappier. While I do love the idea of having everything in one system, I just wish it worked smoother for some reason. Anyone else sharing this sentiment? I'd love to hear from someone who's seriously using the Sprint feature in Notion on a "sprintly" basis.
Yeah definitely one of the cases where you need to look at the pros and cons of not having a single source of truth. Linear is specifically for Project management while Notion support a lot of other use cases, so it's no surprise they out beat Notion in that department.
I have a cleaning business. Is it possible to edit the template to meet my needs?
Yeah you definitely can! Any type of business can use it.
This works great! Excellent job!
Thank you!
@OptiOpp Hey Ben! Greetings from Panamá. Could you please help me out? In the minute 9:53 you say: "And so that means anybody who is tied to the Google account and is a contact will be owned by the person that we set the owner on the account level." Brother ! Would you be extra kind to elaborate a little on this? I would really appreciate it ! Maybe because english is not my native language Im stocked there. I really need to understand the logic behind this. Anybody??
It mean whoever is set as the owner of the company is by default the owner of the contacts that work for that company. This makes it less difficult to maintain who owns contacts by not having to set each one individually. The owner property is important because it allows you to create filtered views for your employees. An example of how this is useful is you want to generate a list of contacts that works at companies Joe Smith has worked with in the past. By filtering the list by owner you can send a marketing email to all of these contacts talking about your most recent discount.
Bro notion is a cheatcode ❤
I agree 😁
God bless bro. Great and clear video. Keep it up. I suscribed right away.
Appreciate it!
Why didn’t TH-cam recommend me this video earlier 😢
Haha well hopefully your comment will help the algorithm find more people in the future 😄
Great video! But I have a trouble, I can't change the sprint dates, they are blocked, how can I fix this? Because I want to change them.
I'm sorry but tough to see what's going on without a screen share.
is there any possibility to connect Slack lists (tasks) with Notion databases? so basically create a Notion task if a slack task was created and vice versa?
is there any possibility to connect Slack lists (tasks) with Notion databases? so basically create a Notion task if a slack task was created and vice versa?
Yes, but not through this integration right now. You could do it with a no-code tool like Make or Zapier.
Amazing. You talk fast so that's a good point, gg.
Thanks! I try not to waste people's time with a bunch of fluff.
This question is less about the crm system itself and more about pricing and servicing. Based on your time entry section of the CRM is the practical use of that intended to be myself as an agency owner billing my client for a retainer lets say 1,000 per month and then invoicing them for the actual time spent on specific deliverables?
Really depends on how your agency does pricing. Notion is super flexible so you can make little tweaks to fit your needs.
Awesome tutorial! Thanks so much for sharing
You're welcome!
Amazing video and love the discounts formula. The only small issue I am having is that my Opportunity products database will be inevitably loaded with everything I have ever sold to anybody. Is that normal?
Yes, one of the best purposes of a CRM is to see every sale you've made and who it was to.
Hi Ben, Thanks for building this. I've created my own crm's in the past with Notion but am just coming back to Notion after trying to adopt Obsidian and purchased the pro CRM template to give me a jumpstart. I have a couple quick questions / suggestions. 1) I'd like to be able to create multiple pipelines for things like job hunting, consulting, or gig projects. Is there a simple way of doing so like duplicating the pipeline section or will that break integrations elsewhere? 2) It would have been good if you'd included a deeper breakdown of the additional analytics functionality. I was expecting it to include the business dashboard template you made a recent video about but it looks like it's just the list of analytics 3) Any thoughts on possible ways to either screen scrape / populate fields from say Linkedin? into the database. Have you seen any extensions or capabilities that might enable that? 4) Similarly would be great if there was a simple way to log / capture conversations across multiple channels such as email, whatsapp, messenger, text etc. Any workarounds appreciated, I know you showed an email integration that was somewhat helpful. Extensions to that would be even better. Hope that's helpful, appreciate any thoughts and thanks again for sharing. Maybe a discord for easier comms in the future?
Please book a coaching session. I hope you understand but I can't give out free assistance online all day or else I'd have to go back to a 9-5 😅. calendly.com/optiopp/notion-tutoring-session
Thank you very much, it was unrealistically useful
You're welcome!
Thanks for the video. What would happened if you have to change the price of a product? It will overwrite the price of givven out offers too?
You need to deactivate the product with a price and create a new one so that old deals stay intact with the correct discount percentages.
Hello, How can we share access to the portal with a client if he does not have access to the databases that are connected to this page? They are not displayed to him accordingly.
I would need to see how you're sharing them. Hard to understand this problem without. How I mentioned in the video should work.
Hi Benjamin, I purchased your optiopp template and was wondering with so many recent Notion updates are you going to provide newer versions for the template?
Yes! You should have received an email this week regarding the charts update.
Why my excel don't have that download option
Because I'm showing Google Sheets here. There's different way to download Excel. You definitely have the ability just need to figure out the different process.
When I try to do the variable in the Open Pipelines this month I cannot find the property Close Date. Have i missed something because I cannot make this one work at all
Perhaps you misnamed the close date field or didn't create it? Tough to tell without seeing in your Notion workspace.
I don't understand why do we need opportunity and opportunity product as separate units? If "opportunity product" serves as a customised offer, why do we need a separate "opportunity" page? How is it different? What is it's purpose? Why do we need both and why can't we have one?
The benefits are the same as why Salesforce has them in their CRM. You can read about the benefits here: garysmithpartnership.com/opportunity-products/
I usually don't comment on videos. but this is value man! God bless you.
Thanks for the big compliment!!