Notion CRM template: How I use it to Grow My Career

My Process in Building a CRM Tool Using Notion

As a , I build micro tools to solve my own problems. For example , , , , , , and .

Building professional relationships have opened doors to many opportunities and helped me grow as an entrepreneur. Today, I will share my process of creating a CRM in Notion; and how you can use this tool to stay on top of important relationships.

1. Starting Point 💡

One of my career goals is to improve professional relationship building and establish meaningful conversations. Therefore, I have developed the habit of intentional networking. My goal is to:

• Discover thoughtful people and brilliant minds who operate in product/tech
• Create high-quality conversation via email, DM, or call
• Develop long-term friendships rather than increasing the number of my “network”
• Express gratitude to people who have supported my journey

In this Notion CRM, I want to accomplish these activities:

• Keep track of my connections
• Capture notes of conversations
• Schedule time to re-connect
• Make an introduction if they are looking for cofounders, new hires, freelancers, or investors.

👉 CRM template & tutorial is available on 

2. Create a CRM Database ✍️

In an empty Notion page, create a contact database by adding a Table. Identify parameters you want to track for your networking activities. Here are some examples in my setup:

• Full name
• Profile photo
• Email address
• Social profile (LinkedIn, Twitter, Website URL)
• Background (founder, engineer, product, growth)
• Association (friend, acquaintance, co-worker, client)
• Rating scale
• Contact date (First contact, Last contact, and Next contact date)
• Conversation notes
• Areas I can provide help
• Status (Reconnected, To reconnect, To reach out)

Some of my Notion clients also requested to include things like: ✅ a to-do list template for each contact, 🎁 a thank-you note reminder, multiple contact list views / layouts based on different connection types, etc.

3. Style the Contact List 🎨

Using Gallery view in Notion is a great way to visualize your contact list in the form of a “card” display. You can create a separate “card” view that is based on the same contact database created in Step 2.

Each view has its own purpose. For example, I prefer using Table view (see Step 2) to record, tidy up, manage, and update my contact list; Gallery view to highlight important info or reminder about that person:

To display a summary of a person, I have configured the Gallery view to include these details:

• Profile photo
• Name of the person
• Association
• Email address
• Areas they are looking for help

4. Manage Connection Activity 📆

One way to build professional relationships is to nurture existing networks and curate new connections. Therefore, I create a separate “Activity” view to log the status of the connection:

• To reconnect (to touch base after last contact date)
• Reconnected (recently reconnected)
• To reach out (haven’t connected)
• First-time contact (new connection is made)

Set a reminder to connect:

You can also set a Date/Time reminder using Notion. Add a Date selector in the CRM tracker and set up the time accordingly:

Once I set up the reminder, Notion will prompt the notification and I will be able to see it from the left panel:

👉 CRM template & tutorial is available on 

5. Take Conversation Notes 📙

I often jot down notes during the conversation whenever someone mentioned a helpful tool, a case study, a resource link, or things I learned about a person.

I also take notes on areas they are looking for help — followed by an action item I can do for that person. For example:

• Hiring a full-time Golang developer (refer someone I know)
• Looking for cofounders (make an intro between X and Y)
• Jane is an avid reader (share my book notes)

6. Notion Tips and Tricks 🤩

As a Notion hacker, I love using the Notion formula, filter, sort, and display settings to optimize my CRM workflow and speed up my productivity.

Helpful Notion tricks I use to organize my CRM tracker:

1. As your contact list expands, organize the person’s name by ascending/descending order to easily find them

• Organize the “Last Contact Date” in ascending order to surface older contacts or people you need to reconnect
• Use the ❤️ or ⭐️ emoji to indicate important people in your life or people who have supported you throughout your career
• Create a Calendar view to visualize your networking activities by month
• Use Notion formulas to calculate the year of meeting and identify the number of connections made in X year
• Learn all these tricks in the Notion video series:

Want to speed up your Notion skills in 3 hours? Learn to build a perfect Notion system. 

[1] Find me on  /  /  🔥

Previously published .