In fact, some of the tools you’re already using - like Notion - can work great as your CRM, too. You don’t need to use expensive, complicated software to manage customer relationships. Companies who use CRM software see 45% more customer retention and increase their sales by an average of 37%. Many organizations still use spreadsheets or industry-specific software - like claims handling software for insurance companies.īut CRMs make everyone’s lives easier.

You can definitely run your sales and support teams without a CRM. It also gives them easy access to the contact information they need.

Why use a CRM?Ī CRM - or customer relationship management - tool helps customer-facing teams keep track of conversations, deals, and asks from prospects and customers. Here’s a Notion CRM template to get you started. In this post, you’ll see how you can build a CRM in Notion and how you can populate it automatically with Unito. Teams that are already using Notion for their databases can even turn it into a CRM - at no extra cost. But much like that phone, keeping contact information on bits of paper is more than a bit outdated. How are you keeping track of your customers? There was a time when you’d keep business cards and other scraps of paper by your landline, so you were always ready to make a call.

Microsoft access crm template