Advanced Notion CRM Template

This template is to help you start building your primary client databases in Notion, including incoming requests, CRM, active projects, and retainer client requests.

We recommend using an automation software (Automate.io or Zapier) to capture all incoming requests from your website or form software (Paperform) and dump them into the Front Desk table.

Youtube Training Video | https://youtu.be/8JFE_eAqbtQ