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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
มุมมอง: 456

วีดีโอ

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ความคิดเห็น

  • @sharannagarajan4089
    @sharannagarajan4089 6 วันที่ผ่านมา

    but 40 dollars a month!!

    • @OptiOppNotion
      @OptiOppNotion 3 วันที่ผ่านมา

      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

  • @Coolnamepeoplelike
    @Coolnamepeoplelike 10 วันที่ผ่านมา

    I like the pre-worship service pad music, lol

  • @EvanSimon
    @EvanSimon 11 วันที่ผ่านมา

    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 :(

  • @school972
    @school972 21 วันที่ผ่านมา

    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?

  • @Arya.yewale
    @Arya.yewale 25 วันที่ผ่านมา

    how cna i add multiple products in 1 oppourtunity? my buyers buy 2-3 rpoducts from me

    • @OptiOppNotion
      @OptiOppNotion 10 วันที่ผ่านมา

      You should associate multiple opportunity product records to the opportunity

  • @0JaySMM
    @0JaySMM 25 วันที่ผ่านมา

    thank you dude!

  • @360eric
    @360eric 25 วันที่ผ่านมา

    Hi there.. thank u for the video.. usually how long & how much it will cost for customization CRM in notion built by u? ◡̈ thanks 😊

  • @viacheslavredkin7030
    @viacheslavredkin7030 หลายเดือนก่อน

    Really cool. I'd been using Notion for several years, but some tips are new even for me. Thank you!

  •  หลายเดือนก่อน

    where can i find the updated link?

  • @arqiab498
    @arqiab498 หลายเดือนก่อน

    I just bought proffessional CRM of your site. but it does not include the analytics?

    • @OptiOppNotion
      @OptiOppNotion 28 วันที่ผ่านมา

      I believe I answered you over email. Let me know if I’m incorrect.

  • @arqiab498
    @arqiab498 หลายเดือนก่อน

    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 ?

  • @NickWarren-j7r
    @NickWarren-j7r หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion หลายเดือนก่อน

      Edit the amount property and you’ll see and option to change the currency type

  • @moneypulative1
    @moneypulative1 หลายเดือนก่อน

    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.

  • @syedanudratfatima6675
    @syedanudratfatima6675 หลายเดือนก่อน

    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.

  • @youssefhassan2176
    @youssefhassan2176 2 หลายเดือนก่อน

    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.

  • @SafaEldek
    @SafaEldek 2 หลายเดือนก่อน

    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.

    • @OptiOppNotion
      @OptiOppNotion 2 หลายเดือนก่อน

      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.

    • @OptiOppNotion
      @OptiOppNotion 2 หลายเดือนก่อน

      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.

    • @SafaEldek
      @SafaEldek 2 หลายเดือนก่อน

      @@OptiOppNotion Thank you so much for answer.

  • @intertarik
    @intertarik 2 หลายเดือนก่อน

    amazing video

  • @mich9920
    @mich9920 2 หลายเดือนก่อน

    Can I change the currency?

    • @OptiOppNotion
      @OptiOppNotion 2 หลายเดือนก่อน

      Yes, you can do this by going to the number property and changing the currency type.

    • @mich9920
      @mich9920 2 หลายเดือนก่อน

      @@OptiOppNotion how many currencies are you having? My company at least 4 currencies : USD, SGD, RM, IDR

  • @hendrikwillemsen8802
    @hendrikwillemsen8802 2 หลายเดือนก่อน

    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.

    • @OptiOppNotion
      @OptiOppNotion 2 หลายเดือนก่อน

      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

  • @gaby.salazar
    @gaby.salazar 2 หลายเดือนก่อน

    Thank you very much, Ben! Thorough, clear, & very useful. 👏

    • @OptiOppNotion
      @OptiOppNotion 2 หลายเดือนก่อน

      You're welcome!

  • @antkn33
    @antkn33 2 หลายเดือนก่อน

    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…

    • @marcusmo4863
      @marcusmo4863 27 วันที่ผ่านมา

      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.

  • @crazy88svids
    @crazy88svids 3 หลายเดือนก่อน

    Thanks, clear and well explained.

  • @Olivier-GM
    @Olivier-GM 3 หลายเดือนก่อน

    It's exactly what I need. Thank you so much ! 🙏

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      You’re welcome!

  • @LaurenLark-k4l
    @LaurenLark-k4l 3 หลายเดือนก่อน

    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.😭

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      I recommend starting with the basics and going through Notion's documentation. www.notion.so/help/category/new-to-notion

  • @JaviMandrakeV
    @JaviMandrakeV 3 หลายเดือนก่อน

    Excellent way to use Notion!

  • @MelissaSRabidoux70
    @MelissaSRabidoux70 3 หลายเดือนก่อน

    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!

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      You need to sum your values most likely. Tough to know without seeing your formulas though.

  • @WilliamJacksonMeditation
    @WilliamJacksonMeditation 3 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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

  • @PhilipWallage
    @PhilipWallage 3 หลายเดือนก่อน

    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.

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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.

  • @RandysSuperClean
    @RandysSuperClean 3 หลายเดือนก่อน

    I have a cleaning business. Is it possible to edit the template to meet my needs?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Yeah you definitely can! Any type of business can use it.

  • @forgentlemen
    @forgentlemen 3 หลายเดือนก่อน

    This works great! Excellent job!

  • @joseluisgarciaclement5482
    @joseluisgarciaclement5482 4 หลายเดือนก่อน

    @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??

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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.

  • @Dakshzzs
    @Dakshzzs 4 หลายเดือนก่อน

    Bro notion is a cheatcode ❤

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      I agree 😁

  • @joseluisgarciaclement5482
    @joseluisgarciaclement5482 4 หลายเดือนก่อน

    God bless bro. Great and clear video. Keep it up. I suscribed right away.

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Appreciate it!

  • @diego.marketingg
    @diego.marketingg 4 หลายเดือนก่อน

    Why didn’t TH-cam recommend me this video earlier 😢

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Haha well hopefully your comment will help the algorithm find more people in the future 😄

  • @santiagodavidsanabriavarel3564
    @santiagodavidsanabriavarel3564 4 หลายเดือนก่อน

    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.

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      I'm sorry but tough to see what's going on without a screen share.

  • @fuckoffk5
    @fuckoffk5 4 หลายเดือนก่อน

    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?

  • @titeuf1998
    @titeuf1998 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Yes, but not through this integration right now. You could do it with a no-code tool like Make or Zapier.

  • @desoxy2093
    @desoxy2093 4 หลายเดือนก่อน

    Amazing. You talk fast so that's a good point, gg.

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Thanks! I try not to waste people's time with a bunch of fluff.

  • @oshanemalcolm7191
    @oshanemalcolm7191 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Really depends on how your agency does pricing. Notion is super flexible so you can make little tweaks to fit your needs.

  • @laurinpatton
    @laurinpatton 4 หลายเดือนก่อน

    Awesome tutorial! Thanks so much for sharing

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      You're welcome!

  • @XaniaKorinec
    @XaniaKorinec 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Yes, one of the best purposes of a CRM is to see every sale you've made and who it was to.

  • @ashepp
    @ashepp 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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

  • @katris7449
    @katris7449 4 หลายเดือนก่อน

    Thank you very much, it was unrealistically useful

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      You're welcome!

  • @olleroband
    @olleroband 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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.

  • @deproise_1508
    @deproise_1508 4 หลายเดือนก่อน

    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.

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      I would need to see how you're sharing them. Hard to understand this problem without. How I mentioned in the video should work.

  • @Itandrewhk
    @Itandrewhk 4 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Yes! You should have received an email this week regarding the charts update.

  • @liverary79
    @liverary79 4 หลายเดือนก่อน

    Why my excel don't have that download option

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      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.

  • @itsjimrobson
    @itsjimrobson 5 หลายเดือนก่อน

    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

    • @OptiOppNotion
      @OptiOppNotion 3 หลายเดือนก่อน

      Perhaps you misnamed the close date field or didn't create it? Tough to tell without seeing in your Notion workspace.

  • @Shev4uk
    @Shev4uk 5 หลายเดือนก่อน

    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?

    • @OptiOppNotion
      @OptiOppNotion 5 หลายเดือนก่อน

      The benefits are the same as why Salesforce has them in their CRM. You can read about the benefits here: garysmithpartnership.com/opportunity-products/

  • @thissfuture
    @thissfuture 5 หลายเดือนก่อน

    I usually don't comment on videos. but this is value man! God bless you.

    • @OptiOppNotion
      @OptiOppNotion 5 หลายเดือนก่อน

      Thanks for the big compliment!!