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Track 47episodes51m2 free / 5 Pro

A CRM in Notion (Skip If You Have One)

In this track we build a custom CRM in Notion simply be describing it. Then we fill it with prospects from spreadsheets and our sent email folder.

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Episodes in this track

  1. Build a CRM in Notion by Describing ItYour biggest deal is living in your head, a text thread, and a stale spreadsheet. In eight minutes, describe a CRM out loud and watch Claude build it in Notion. No demo call, no credit card, no configuration.
  2. Turn That Old Spreadsheet Into a CRM ProEveryone has the file: contacts_export_final_v2. Duplicate people, three spellings of one last name, phone numbers in four formats. One prompt cleans it, merges the duplicates, links every company, and reports back what it did.
  3. Your Inbox Already Knows Your Customers ProYour sent folder is the most honest record of your business relationships that exists. One read-only prompt scans 90 days of it, finds the people who should already be in your CRM, adds them with context, and flags the ones that look like open deals.
  4. Build a Kanban Pipeline in Notion by Describing It ProA list of deals is where deals go to hide. Build three views that answer the only three questions that matter: where is everything, what needs me this week, and what's quietly dying. Same database, no configuration, one conversation.
  5. Never Type a Call Note Again ProYou hang up with seven minutes before the next thing and think, I'll write that up later. Later never comes. Talk for 30 seconds instead: the deal value updates, the new decision maker gets added, and the next step lands on your board with a due date.
  6. The CRM That Maintains Itself ProEvery CRM dies the same death: silence. This one has dedicated staff. Put a weekly reconciler on a schedule that reads your email and calendar, updates every open deal, flags what's going cold, and leaves a ten-line summary on your CRM page before you wake up Monday.
  7. Already Have a CRM? Connect It InsteadIf you already pay for HubSpot, keep it. This is the off-ramp: connect the CRM you own in about a minute, and every pattern from this track works exactly the same. Three minutes, no migration.