Hi productive pals: so what do you make of my client and contact manager in Notion? If you own the Complete Life OS Template: this will help you make the most of it! If you don’t: find out more about my Notion templates here! www.bettercreating.com ✌️
Do you have any plans to offer your client manager separately as a template? I don’t the full life OS since I already have my Notion built out…but I am looking for a good CRM. I assume your Wider Contacts and Client Manager and Financial Tracker are all integrated. If you have plans to offer this as a stand-alone bundled template, I’m sure there must be others like myself who would pay for that.
Brother, I cannot imagine managing all my business and projects without your Complete Notion 2.0 :) Definitely my best investment this year :) All the best for you!
i've been moving house which as i am on my own and my family had Covid ended up being massive. But it gave me time to think. I am going to create a new strategy for my business and I have to say that Simon is the best inspiration and teacher for setting up my Notion system to reflect my strategy. Thank you for warming me up to build
How easy is it to have this running on an iMac for 2 years, then say there's a fire and I have to buy a new Mac Studio and put notion on it - all fresh install then. How do I restore what I have had for the last 2 years, so i can continue to work. How comfortable is it to make a backup and restore it on another system? Yes, I am 100% new to notion, i've read about it, watched your videos, but i kept saying: i dont need this. And the last 2 months i keep saying: sigh, i need this.
Ah, my friend the call of Notion is strong! It’s all entirely cloud based - so you can access immediately from any web browsers or platform app you log into. So all fine! The downside is, you need an internet connection to access offline other than recently used pages. I’ve found this fine for me thou. You are right to consider the backup and restore - It’s not easy to move your info off the platform, other than copy and paste but you can do exports. I’m totally happy with the minimum risk of this given it is such a large scale app now.
I'm looking at Bardeen right now - looks really useful! How would I get an image file scraped from Bardeen into a Notion DB page? Is it possible to set the icon/cover image this way?
@@BetterCreating I’ve done the image scraping but not into a cover/icon. I’ve also joined the slack channel for Bardeen. It seems early days but good. There may be way to replicate your repeating tasks work but I haven’t looked at it yet. Lots of suggestions including adding data when the target is a relation field. But good so far.
Hello there, I am a bit confused and hoping you can help me. So for every invoice you need a content but what if you want to link an invoice to a project? and have that counted in the company overview as well. I think I do not see the difference between content and project. Do I see the project as an overview with contents? For example I have work from company A, That has a running Project named B that I edit from time to time. Do I make contents as the edits or just add tasks to the project. If I invoice with every edit would content then be better? I hope I make some sense you can help me ease my brain a bit.
Hello there! Is this Notion Client Manager (CRM Template) is included in the A Complete Notion 2022? I have the Financial Template and would love to have this one for clients/collaborators but not sure if that is an independent template. I couldn't find at your website. Many thanks, Karen 🙏
Thanks Karen - yes - it’s included in the Complete Notion template with an integration to the content manager, or there is a simpler version available in the productive Notion template. However - I’ll be releasing a 2023 template late December with an improved version I would think. . :)
Hi productive pals: so what do you make of my client and contact manager in Notion? If you own the Complete Life OS Template: this will help you make the most of it! If you don’t: find out more about my Notion templates here! www.bettercreating.com ✌️
Do you have any plans to offer your client manager separately as a template? I don’t the full life OS since I already have my Notion built out…but I am looking for a good CRM. I assume your Wider Contacts and Client Manager and Financial Tracker are all integrated. If you have plans to offer this as a stand-alone bundled template, I’m sure there must be others like myself who would pay for that.
Brother, I cannot imagine managing all my business and projects without your Complete Notion 2.0 :)
Definitely my best investment this year :)
All the best for you!
Ah this makes my day. So pleased to hear it. Great to have you in the BC community! I might quote you on that!! :)
@@BetterCreating sure! Help yourself ;-)
i've been moving house which as i am on my own and my family had Covid ended up being massive. But it gave me time to think. I am going to create a new strategy for my business and I have to say that Simon is the best inspiration and teacher for setting up my Notion system to reflect my strategy. Thank you for warming me up to build
A thank you - what a great read. All the very best with it!
Great Video!
I am only half way thought so far but I wanted to stop and say THANK YOU for using Dark Mode. 😁😎
Woohoo for dark mode! :)
Hi Simon,
Would you be willing to make an updated video of this freelance template??
Boys love Notion in dark mode
Look great !!how do you manage a recurrent client that you bill each month ? Do you have invoice number ? is the invoice made in notion.?
How easy is it to have this running on an iMac for 2 years, then say there's a fire and I have to buy a new Mac Studio and put notion on it - all fresh install then. How do I restore what I have had for the last 2 years, so i can continue to work. How comfortable is it to make a backup and restore it on another system? Yes, I am 100% new to notion, i've read about it, watched your videos, but i kept saying: i dont need this. And the last 2 months i keep saying: sigh, i need this.
Ah, my friend the call of Notion is strong! It’s all entirely cloud based - so you can access immediately from any web browsers or platform app you log into. So all fine! The downside is, you need an internet connection to access offline other than recently used pages. I’ve found this fine for me thou. You are right to consider the backup and restore - It’s not easy to move your info off the platform, other than copy and paste but you can do exports. I’m totally happy with the minimum risk of this given it is such a large scale app now.
@@BetterCreating what a swift response. And thank you for the info.
you do need it
When you click on a clients profile are you able to easily see how much that client has paid you since they hired you?
I'm looking at Bardeen right now - looks really useful! How would I get an image file scraped from Bardeen into a Notion DB page? Is it possible to set the icon/cover image this way?
Yes you can do it I believe. I need to play more with it - check their TH-cam channel 👍.
@@BetterCreating I’ve done the image scraping but not into a cover/icon. I’ve also joined the slack channel for Bardeen. It seems early days but good. There may be way to replicate your repeating tasks work but I haven’t looked at it yet. Lots of suggestions including adding data when the target is a relation field. But good so far.
I'm confused because I can't find this template in your store
It's only available as part of my Complete Notion template - since it is integrated into the projects and content manager. :)
Hello there,
I am a bit confused and hoping you can help me. So for every invoice you need a content but what if you want to link an invoice to a project? and have that counted in the company overview as well. I think I do not see the difference between content and project. Do I see the project as an overview with contents?
For example I have work from company A, That has a running Project named B that I edit from time to time. Do I make contents as the edits or just add tasks to the project. If I invoice with every edit would content then be better? I hope I make some sense you can help me ease my brain a bit.
Hello there! Is this Notion Client Manager (CRM Template) is included in the A Complete Notion 2022? I have the Financial Template and would love to have this one for clients/collaborators but not sure if that is an independent template. I couldn't find at your website. Many thanks, Karen 🙏
Thanks Karen - yes - it’s included in the Complete Notion template with an integration to the content manager, or there is a simpler version available in the productive Notion template. However - I’ll be releasing a 2023 template late December with an improved version I would think. . :)
I really wanted to watch your video but the constant jerking the mouse pointer around is just too distracting!
Ha! Yeah, Sorry - it’s tough - I have to use the mouse… I will try to hide it from you in future!! Cheers.
God, I thought I was good at notion 😔
Haha, great comment. Ah my friend sorry to make you feel bad - it helps when it becomes partly your job to learn it: that’s why I’m here to help! :)