🔑 This might be a hot take, but that’s why you’re here. Notion is known to many for it’s note taking abilities. Much less known is it’s strongly underrated, no nonense CRM. In essence Notion is a no code, web application for note taking that offers tons of templates. In it’s free version, the CRM templates can be easily obtained, modified and shared with up to 10 people. Notion also offers other CRM templated designed by outside designers that can be obtained for a fee. While notion allows for some automation, namely messaging via Slack and email, automation is also it’s biggest limitation. Unlike many other “real” CRMs, you can’t tag your emails nor are there many of the other convenient integrations available. One integration, that is very appealing for solopreneurs and startups is that with Tally.so. Tally.so offers the possibility to capture clients and their data via forms/questionnaires. Upon completion the data from the forms will be synced to Notion.
Notion CRM
Pricing
FreeSMBEnterprise
Group
NotesCRM
Works great for
StartupEntrepreneur
Rating
Class
Short Description
Freemium productivity and note-taking web application with tons of templates - including CRM.
Availability
WebWindowsMaciOSAndroid
Notion is a freemium productivity and note-taking web application developed by Notion Labs Inc. It is offering many organizational tools and templates including task management and CRM - both personal and sales.