Thank you very much. I like your system for managing clients a lot. I'm a website designer, and currently struggle a lot with managing my contacts/leads who are not clients yet (hopefully yet :)) Anyway, I'll use your database! I like how smart it shows who to contact doday.
Thank you for this Kyle. Totally agree with you on this way of tracking CRM. Individual tasks overcomplicate things. I used to do this exact thing but using Evernote. The reminders are just not cutting it for me. having something laid out as you have will work great. Looking forward to implementing this. Also love that you can switch to the calendar view and easily move things around based on schedule/workload changes.
excellent video. Very simple, well explained and intuitive. Really great point about not creating individual tasks - just use the persons name in the CRM to move them forward. Thanks for sharing!
Thank you sooooooo much for this! This video has helped me so much and saved me a lot of agony. I have recently set up my business and recognise and effective CRM system is what I need and I love that your focus is simplicity over complexity. Thank you :)
Incredible video. Learned a lot. Recently downloaded notion as I start my Real Estate journey from zero, to use as a base for all the info that I learn. Using it as a CRM is also super interesting and this video helped a lot! P.S - Also loved the voice section! Allows you to customise your videos to your audience even more and provide higher quality content. Great job.
Great video Kyle. I’m a loan originator in Australia and I’m been looking for (best) use cases on how I can implement Notion into my business. I found your video quite helpful!
When they agree with the quotation, what do they do next? Is there a way to have an interaction, say a digital response? I'm thinking a link to a Google Form where they put their service preference and name. This may not be legally binding but my service doesn't really require so much legality so a simple nod works and I'm on the lookout for the best way to implement this.
Great video. I see you're dealing with realtors. Maybe the law of attraction, I don't know, I am also just starting with agents and realtors and selling them Social media marketing, any tips? Would love more videos, you're transparency and demeanor was quite good to watch. Watched all the way through. Stay safe
2 years later after you posted this video and I gotta ask, are you still using Notion? If you are, are you still using this system, or a version of it? I have been using Notion as a CRM and I feel the learnning curve is making Notion feel like an obstacle rather than an assistant.
Great tutorial of course ... but I wanted to know more about the "PERSON" property. the confusion ... where does it pull the "persons" from ? I am creating a DB for Students ... and I have another DB which says "INFLUENCERS" ...like Parents, Siblings, Teachers, BFF etc ...who may influence their life in some way of the other. Should i have a DB withe these people separately and connecte with RELATION properrty or bring them in as a "Person"
I’m struggling with this setup in my own business. I have “accounts” that I service, and I have “projects” that I have to complete (GTD method). They’re basically the same thing, a name under which you group tasks, but I have them currently in the same database. I don’t think the difference is important, because in notion you can create table views grouped by values of any kind. So you can give the students the “student” tag and influencers the “influencer” tag and other more specific ones too, like “parent” or “neighbor.” Then you can create views based on which group of tags you want to see. The benefit to keeping them together in the same table is that it is easier to relate them to each other if that needs to happen. You can create a table view of all influencers and parents that have an email address for instance, if you wanted to send out a mass email. You can still accomplish this with relations and lookups, but if all the data is in one table you can become good at using tags and navigate the system one way. I don’t think there’s a correct answer. Since im learning, my system is working now, and that’s good enough for me, and im slowly building aspects of my CRM as I go, and will spend the redesign time as I need to going forward. I don’t really know what I want just yet. This video is very helpful for tracking sales for me, I am going to use something similar. I have an “interactions” view that tracks all my interactions with my active accounts, but using comments seems so easy an intuitive for the sales system I was very happy to see this idea. It also seamlessly will work across multiple people touching a specific sales lead.
Actually, also, question, how did you organise the clients section to appear at the top for the ones you need to contact on that day? That would be super useful.
I created a linked database on the home page that was filtered to only show Clients with a contact date on or before today. I used "on or before today" instead of just "today" so that no one would slip through the cracks if I couldn't contact someone that day.
@@KyleSeagraves Awesome! I just spent about 7 hours researching the best ways to use the platform and creating my main page for everything real estate. Exciting journey! Thanks again for the reply and the video. Valuable stuff!
This is tremendously helpful as an LO! There is no way to share this shell is there? If not I can learn to create it. This is exactly what I’ve been looking for as total expert and salesforce isn’t giving me what I truly desire while always on the go. Thanks for making this video.
Glad to hear!! I don't have it shareable, but you'll be able to put it together pretty quickly! I felt the same. All the CRMs don't seem agile enough. Too much bloat and distraction. Feel free to shoot me an email at kyleseagraves@hey.com if I can help out at all :)
Has anyone been able to build an analytics dashboard? This is the only reason why i haven't moved my CRM to Notion. I want to see how many deals have been created by month, by sales rep, etc. I love how much i can customize the CRM with Notion. Being able to link with contacts, companies, meetings databases is a huge plus. Also another negative about notion is the inability to integrate with emails to track the conversations.
I'm guessing now that Notion has released their API the above will be possible. You can either look for existing solutions or find a developer to build the tools you need. You could even connect Notion to Power BI to create a analytics dashboard.
I have a question. Do you use personal CRM? For example, you have many contacts in different channels. And you need Smart Search helps you find the right person or a group of people in seconds. All contacts from different channels are collected in one place: Gmail, Facebook, Twitter, etc. Don't forget to wish your friends and partners a happy birthday. Do you use that personal CRM? And why?
Hey Rik! I don't work with clients directly anymore so I don't have that dashboard currently. It's pretty easy to build, but you could also get the help of a Notion consultant on something like Fiverr if you need help. Just show them this video and I'm sure they can put it together pretty quickly for you :)
This is one of the best Notion workflows I have ever seen. Efficient and effective, rather than fancy. Thank you!
Love your 'Voice' idea... I have implemented this straight away... thanks Kyle!
Thank you very much. I like your system for managing clients a lot. I'm a website designer, and currently struggle a lot with managing my contacts/leads who are not clients yet (hopefully yet :)) Anyway, I'll use your database! I like how smart it shows who to contact doday.
Thank you for this Kyle. Totally agree with you on this way of tracking CRM. Individual tasks overcomplicate things. I used to do this exact thing but using Evernote. The reminders are just not cutting it for me. having something laid out as you have will work great. Looking forward to implementing this. Also love that you can switch to the calendar view and easily move things around based on schedule/workload changes.
This video deserves 10K likes, cmon sales people where are you at? Nice video Kyle!
excellent video. Very simple, well explained and intuitive. Really great point about not creating individual tasks - just use the persons name in the CRM to move them forward. Thanks for sharing!
Very Good Video Mate! Legit! not like most notion "gurus" that give templates that they have never stress tested!
Thank you sooooooo much for this! This video has helped me so much and saved me a lot of agony. I have recently set up my business and recognise and effective CRM system is what I need and I love that your focus is simplicity over complexity. Thank you :)
Incredible video. Learned a lot. Recently downloaded notion as I start my Real Estate journey from zero, to use as a base for all the info that I learn. Using it as a CRM is also super interesting and this video helped a lot!
P.S - Also loved the voice section! Allows you to customise your videos to your audience even more and provide higher quality content.
Great job.
Great video Kyle. I’m a loan originator in Australia and I’m been looking for (best) use cases on how I can implement Notion into my business. I found your video quite helpful!
Super helpful... will work well for my roofing pipeline. Thank you!
excellent video, keep uu the great work
When they agree with the quotation, what do they do next? Is there a way to have an interaction, say a digital response? I'm thinking a link to a Google Form where they put their service preference and name.
This may not be legally binding but my service doesn't really require so much legality so a simple nod works and I'm on the lookout for the best way to implement this.
Great video. I see you're dealing with realtors. Maybe the law of attraction, I don't know, I am also just starting with agents and realtors and selling them Social media marketing, any tips?
Would love more videos, you're transparency and demeanor was quite good to watch.
Watched all the way through.
Stay safe
Great video Kyle! Do you have a copy of what you showed that you can share?
Great one thanks for sharing!
lol love this and the office examples
Great video Kyle!
Great video and helpful too
Thanks for sharing the security issue
hey is there a link for the template on this?
I am a loan officer myself and think this would be super helpful!
great video!
Awesome video man!! Is there a link for the template? Would love to use it please.
2 years later after you posted this video and I gotta ask, are you still using Notion? If you are, are you still using this system, or a version of it?
I have been using Notion as a CRM and I feel the learnning curve is making Notion feel like an obstacle rather than an assistant.
Realtor here, are you able to sync cell phone contacts?
Great tutorial of course ... but I wanted to know more about the "PERSON" property.
the confusion ... where does it pull the "persons" from ?
I am creating a DB for Students ... and I have another DB which says "INFLUENCERS" ...like Parents, Siblings, Teachers, BFF etc ...who may influence their life in some way of the other.
Should i have a DB withe these people separately and connecte with RELATION properrty or bring them in as a "Person"
I’m struggling with this setup in my own business. I have “accounts” that I service, and I have “projects” that I have to complete (GTD method). They’re basically the same thing, a name under which you group tasks, but I have them currently in the same database. I don’t think the difference is important, because in notion you can create table views grouped by values of any kind. So you can give the students the “student” tag and influencers the “influencer” tag and other more specific ones too, like “parent” or “neighbor.” Then you can create views based on which group of tags you want to see.
The benefit to keeping them together in the same table is that it is easier to relate them to each other if that needs to happen. You can create a table view of all influencers and parents that have an email address for instance, if you wanted to send out a mass email. You can still accomplish this with relations and lookups, but if all the data is in one table you can become good at using tags and navigate the system one way.
I don’t think there’s a correct answer. Since im learning, my system is working now, and that’s good enough for me, and im slowly building aspects of my CRM as I go, and will spend the redesign time as I need to going forward. I don’t really know what I want just yet. This video is very helpful for tracking sales for me, I am going to use something similar. I have an “interactions” view that tracks all my interactions with my active accounts, but using comments seems so easy an intuitive for the sales system I was very happy to see this idea. It also seamlessly will work across multiple people touching a specific sales lead.
@@kennethkretschmer1027 thnks for the reply. Cheers
just curious - what is your average loan size?
Omg you were doing this 2 yrs ago - feel so late!
Are you using the Free version of Notion?
Actually, also, question, how did you organise the clients section to appear at the top for the ones you need to contact on that day? That would be super useful.
I created a linked database on the home page that was filtered to only show Clients with a contact date on or before today.
I used "on or before today" instead of just "today" so that no one would slip through the cracks if I couldn't contact someone that day.
@@KyleSeagraves Awesome! I just spent about 7 hours researching the best ways to use the platform and creating my main page for everything real estate. Exciting journey! Thanks again for the reply and the video. Valuable stuff!
This is tremendously helpful as an LO! There is no way to share this shell is there? If not I can learn to create it. This is exactly what I’ve been looking for as total expert and salesforce isn’t giving me what I truly desire while always on the go. Thanks for making this video.
Glad to hear!! I don't have it shareable, but you'll be able to put it together pretty quickly!
I felt the same. All the CRMs don't seem agile enough. Too much bloat and distraction. Feel free to shoot me an email at kyleseagraves@hey.com if I can help out at all :)
Can u share that template?
Has anyone been able to build an analytics dashboard? This is the only reason why i haven't moved my CRM to Notion. I want to see how many deals have been created by month, by sales rep, etc. I love how much i can customize the CRM with Notion. Being able to link with contacts, companies, meetings databases is a huge plus. Also another negative about notion is the inability to integrate with emails to track the conversations.
I'm guessing now that Notion has released their API the above will be possible. You can either look for existing solutions or find a developer to build the tools you need. You could even connect Notion to Power BI to create a analytics dashboard.
I have a question.
Do you use personal CRM? For example, you have many contacts in different channels. And you need Smart Search helps you find the right person or a group of people in seconds.
All contacts from different channels are collected in one place: Gmail, Facebook, Twitter, etc.
Don't forget to wish your friends and partners a happy birthday.
Do you use that personal CRM? And why?
I use Notion as a personal CRM
Hi Kyle,
Can you share the template (I would love to pay for it as well)
Hey Rik! I don't work with clients directly anymore so I don't have that dashboard currently. It's pretty easy to build, but you could also get the help of a Notion consultant on something like Fiverr if you need help. Just show them this video and I'm sure they can put it together pretty quickly for you :)
Love thiss