Custom Notion CRM Database
Budget: $250 – $750 USD
My current Notion workspace needs a fully-structured CRM database that can track every deal as it moves through the sales pipeline. The focus is database setup and management: I want a clean relational architecture, intuitive views for reps (table, Kanban, timeline), and properties such as stage, value, probability, close date, next action, and owner.
A concise dashboard that rolls up totals by stage and highlights stalled deals will round out the build. Please set everything up directly in my workspace and leave clear instructions—or a short Loom video—so I can maintain and expand it later.
Deliverables
• Ready-to-use CRM database template in my Notion workspace
• Sales pipeline board with customizable stages and filtered views
• Written or video walkthrough covering structure, key formulas, and future tweaks
A concise dashboard that rolls up totals by stage and highlights stalled deals will round out the build. Please set everything up directly in my workspace and leave clear instructions—or a short Loom video—so I can maintain and expand it later.
Deliverables
• Ready-to-use CRM database template in my Notion workspace
• Sales pipeline board with customizable stages and filtered views
• Written or video walkthrough covering structure, key formulas, and future tweaks
Related categories:
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Notion