How to Use Notion as a CRM: Tips and Tricks for Managing Your Contacts

2 minutes
Notion Masterclass 6/12 How to Use Notion as a CRM

In today’s fast-paced business world, customer relationship management (CRM) is essential to the success of any company. A CRM system helps you manage interactions with your customers, keep track of sales, and improve customer satisfaction. Notion is a powerful tool that can be used as a CRM to manage your contacts and interactions with them. In this article, we’ll explore how to use Notion as a CRM and provide tips and tricks to help you make the most out of it.

  1. What is a CRM?
  2. Using Notion as a CRM

What is a CRM?

A CRM system is a software tool that helps businesses manage customer relationships. It allows businesses to organize customer information, track customer interactions, and automate sales processes. A CRM system helps companies understand their customers better, which leads to improved customer satisfaction and increased revenue.

Using Notion as a CRM

Notion is a versatile tool that can be used as a CRM to manage your contacts. Here are some tips and tricks to help you get started:

  1. Create a database: To use Notion as a CRM, you need to create a database. This database will store all of your contact information and interactions with them. You can customize the database fields to fit your specific needs.
  2. Add contacts: Once you have created your database, you can start adding contacts. Notion makes it easy to add contacts by allowing you to import them from other sources or manually input them.
  3. Keep track of interactions: One of the most important aspects of a CRM system is keeping track of customer interactions. Notion allows you to add notes and tags to each contact, which makes it easy to keep track of interactions.
  4. Automate tasks: Notion allows you to automate repetitive tasks, such as sending follow-up emails or scheduling appointments. This saves you time and helps you stay on top of your interactions with customers.
  5. Use integrations: Notion integrates with other tools, such as Gmail and Slack, which can help you streamline your CRM process.


Notion is a powerful tool that can be used as a CRM to manage your contacts and interactions with them. By following these tips and tricks, you can make the most out of Notion as a CRM system and improve your customer relationships. If you haven’t already, give Notion a try and see how it can help you manage your contacts more efficiently.

Ready to try Notion as your CRM? Sign up now and start organizing your contacts today:

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