Supercharge Workflow with Custom Notion CRM

Do you want a simple, cheap, and effective means of keeping track of clients, projects, and employee productivity--and not have to bother with more cumbersome CRM systems? The solution could be notion. Notion in itself is much more than a simple note taking platform but rather a highly customizable platform capable of developing an extremely custom build CRM system suitable to your business. With the help of Timesheet tracking, Task Service Level Agreements (SLA) and Productivity Detailed Reports, you will be able to restructure the working process of your team, keep your projects on schedule and impress your clients with improved work results.

Why Notion to Be Your CRM Platform?

Although a great number of businesses use the standard CRM tools, they constantly have a specific stiff structure and have expensive features that you will never use. Notion gives you the power to develop a CRM system that fits to your real-life processes. It is modularly designed, that is, you can design the proper intersection of information, tasks and workflows, no coding needed. It is time to look at three essential functions that all CRMs in the modern world should have, and how you can set the Notion to embrace these elements.

1. Timesheet
Project delivery is important with regards to time. A Timesheet in Notion will help you and your staff to track the hours working on tasks, projects or clients without any complications.

Getting Started:
Create a database (table view) in Notion and add the following fields, Task Name, Team Member, Date, Hours Worked, and Project.

Customization Tips:
Afford time by setting up the template that is used when entering the same work. Label the high priority tasks to make sure that the team invests their efforts on areas that are important.

2. Task SLA: Provide Accountability and Timely Delivery
Service Level Agreements (SLAs) are not restricted to IT or Customer Service, yet it is necessary whenever a team is deadline-driven. With some minor changes, Notion allows creating SLAs into your workflow.

Put It in Place:
On your tasks database, create a Due Date where you place how many days left before the deadline and the Formula column which calculates the value to have the status of On Time or Overdue.

How It Works:
The Notion reminders will help you set up automatic communication with the team that will warn them when the task deadlines are near, decreasing the likelihood of missed tasks.

Practical Scenario:
In the case of the follow up of the new customer, you have a benchmark of 24 hours to reply to them. The SLA status at Notion means that no details are missed out and that all clients are addressed at the earliest.

3. Productivity Reports: Actual Reports about Your Data
It is one thing to collect the information but another thing to make it productive. Inbuilt views in Notion allow you to create easy to read Productivity Reports and therefore, you are aware of how your team is doing at all points of time.

Build views: filter them to see the work done vs. work behind time, total working hours per member and project success rate.

Make it Better: Get even more insights by exporting your data to Google Sheets to make interactive graphs and dashboards or by connecting with reporting tools using Notion API.

Scenario Example: You may find your productivity sinks on a busy season, and in this case, your reports would indicate any bottlenecks be it the teammates that are bogged down with the work or even the steps involved in the process, as you need to review them.

The benefit of Custom CRM in Notion

Dynamic: Design your processes in the way you want.

Cost Saving: Elude the costs of all-inclusive CRMs whose prices are not proportional to less sized teams.

Closer collaboration: All the communication (usually spread among several tools), share of notes, assigning tasks, and progress review in a single location.

Get a Grip On Your Operations

It is not only effective but also possible to have a CRM in Notion. Having Timesheets, SLAs and Productivity Reports packaged in your personal workflow tool, you can save time, increase organisation, and get an overview of what your team are doing.

Are you prepared to open-up the productivity of your business? Go and create your own CRM in Notion, today, and experience how this multi-purpose tool can push the operations of your team to a new level!