๐Ÿ‘ฉโ€๐Ÿ’ผ Advanced CRM | Notion template

Alex Sherwood
Oct 19 '19 ยท 2 min read ยท 294 views
๐Ÿ‘‹
There's a couple of CRMs in Notion's template gallery already but they try to consolidate everything in one database. That has a couple of downsides: - Your pages end up with lots of attributes, to record bits of information for various types of record - It's limiting and inflexible This template replicates the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). The main advantage of creating dedicated databases for the different types of record is that it makes it easy to develop a sophisticated structure. You could easily add a Contact Roles database to this template, to link to Contacts and Opportunities, which would let you assign roles like "decision maker", "champion" fo each deal, for example. This design enables you to get a 360ยฐ view of your prospects, as you'll link all of your records of various types to the same page for your prospect. This is just the foundation - you could add a lot more to it. If you have any questions then please feel free to add a comment or ask them on Facebook / Reddit. Products I wanted people to be able to use this CRM to record Opportunities where several products were being sold to the same prospect, which is why I've used the Products > Product Bundles > Opportunities structure. If you only sell one product at a time then you could simplify this by removing the Product Bundles, linking Products to Opportunities and adding attributes to record the product quantity to your Opportunities table.
Contents

Sales


High value Opportunities (summary view)


You could create a 'dashboard' page using linked databases like this one, using filters like region, industry, owner, close date etc.

Opportunities

OpportunityOwnerAccountValueStageClose DateNext Meeting
Microsoft 2019Chris  Qualified 
Salesforce 2020Amy  Negotiating 
Oracle 2020Sheryl  Unqualified 

All Opportunities


I've used a Select property for the owner attribute here but you'll want to switch this to a Person attribute if you duplicate the template.
  • Probability formula
    This translates the Stage into a %, once you set the number format to percentage.
    • Unformatted version
      if(prop("Stage") == "Unqualified",0.1, if(prop("Stage") == "Qualified",0.3, if(prop("Stage") == "Negotiating",0.5, if(prop("Stage") == "Contract Issued",0.8, if(prop("Stage") == "Closed Won",1, if(prop("Stage") == "Closed Lost",0, 0))))))
    if(prop("Stage") == "Unqualified",0.1, if(prop("Stage") == "Qualified",0.3, if(prop("Stage") == "Negotiating",0.5, if(prop("Stage") == "Contract Issued",0.8, if(prop("Stage") == "Closed Won",1, if(prop("Stage") == "Closed Lost",0, 0))))))
  • Value formula
    This formula takes the value of the products and adjusts them based on the Opportunity stage & Discount offered.
    • Unformatted version
      toNumber(prop("Product Bundle Price")) * prop("Probability") * (1 - prop("Discount"))
    toNumber(prop("Product Bundle Price")) * prop("Probability") * (1 - prop("Discount"))
  • Age formula
    This formula calculates the number of days between the date (& time) when the Opportunity was created and today's date.
    • Unformatted
      dateBetween(now(),prop("Created"), "days")
    dateBetween(now(),prop("Created"), "days")
You can see a guide to the formula in the Quarter property here.
The board view here is nice to look at and makes it easy to move Opportunities to different stages. But I'd recommend switching to the All view, when editing / creating pages.

Companies


Accounts

AccountContactsIndustryLocationOpportunitiesEvents
Oracle Software475 Sansome St #15, San Francisco, CA 94111 ๐Ÿ”— map  
Microsoft Software555 California St #200, San Francisco, CA 94104 ๐Ÿ”— map  
Salesforce Software415 Mission St, San Francisco, CA 94105 ๐Ÿ”— map  

People


Contacts

AccountContactTitleRelationshipNext MeetingEmailPhoneEventsOpportunitiesStage
 Rachel ClarkCTOWarm rachel.clark@microsoft.com(415) 524-1234   
 Lucy GreyHead of ProcurementCold lucy.grey@oracle.com(415) 169-1234   
 Jason TaylorCTOCold jason@salesforce.com(415) 728-1234   
 John SmithVP PartnershipsWarm john.smith@salesforce.com(415) 640-1234   

Meetings


Events

DateNameCompleteContactsAccountsOpportunitiesStageClose Date
Demo      
Contract negotiation      
Intro call      
Intro callYes     

Products


Individual Products

ProductPriceProduct Bundles 1
Computer XI100  
Computer XI Pro200 
Laptop V50 

Product Bundles

NameTotal PriceProduct 1Product 1 priceProduct 1 QtyProduct 2Product 2 priceProduct 2 QtyProduct 3Product 3 priceProduct 3 QtyOpportunities
Starter pack   2  1  10 
Intl expansion pack   5  20  50 

If you're still learning to use Notion, I'd highly recommend checking out Francesco D'Alessio's courses -
(this is an affiliate link, I'll receive 30% of fees that you pay for if you sign up after using this link)
Updating...

Share on