Automate repetitive customer-related tasks with a Customer Relationship Management (CRM) tool.
Why is a CRM crucial for businesses to manage customer or client relationships?
You can improve both your user experience and customer satisfaction by streamlining customer support and management workflows. CRM solutions store and organize customer information, including everything from service issues and purchase history. A great CRM means you’ll never lose track of a customer issue again.
Build a CRM with Notion to:
Create, store, manage, and visualize all your customer-related docs and processes in one dashboard
Track customer information without switching between tools
Save time by automating repeated processes
Leverage customer data from purchase history and past interactions in order to personalize interactions
How to use Notion as CRM software
Log in to your Notion account.
Create a database to store your customer information.
Add customer details like roles, company, contact information type, and status, so you can keep track of where your customer is on the customer journey.
Make a page for each customer and add custom properties like target audience segment or loyalty tier.
What are the three types of CRM?
CRM properties tend to overlap, but three distinct types include:
Operational CRMs — automates processes like sales, marketing, and customer service
Analytical CRM — gathers, analyzes, and stores data to gain insights into customer behavior and preferences
Collaborative CRM — enables communication and collaboration between different teams to improve the customer experience
What does a CRM cover?
Here are some examples of what a CRM includes:
Customer contact details
Preferred channels for contact
History of a customer’s past interactions or purchases
Analytics to inform data-driven decisions
Integrations with customer support teams or software
Can I develop my own CRM?
Yes, it’s possible to develop your own CRM technology and tool from scratch. However, this is usually a complex and time-consuming process.
If you don’t want to use a dedicated CRM platform or start from a template, you can use a no-code platform like Notion to build a knowledge base or team homepage and modify it to fit your CRM needs.