Manage your customers with a CRM on Notion

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CRM Project

Managing your customers through a Notion CRM is a process that requires organization and clarity to maintain successful, long-lasting relationships. Understanding how to use Notion will special lead allow you to personalize and streamline your customer relationship management.

Centralize Customer Information
First, it's essential to centralize all your customer information in a "Contacts" database on Notion. Here, you can store basic data and more (names, first names, phone numbers, addresses, and emails). Storing additional information , such as birthdays or specific notes about each customer, will enrich your relationship. The goal is to create personalized contact and strengthen ties with your customers.

Follow “Current Customers” and their Contributions
In Notion, use the "Current Clients" page to view and manage the clients you're currently working with. This section should go beyond simple contacts to include details like current projects, revenue generated, and time invested in each project. Using visuals , like revenue graphs , can also provide immediate insight into each client's contribution to your business.