A Notion CRM with a sales structure and an interface designed for daily follow-up
The work with Array combined a CRM migration with a later improvement to its Notion interface. The handover brings contacts, companies, leads, opportunities and sales activity into a space with navigation and working views.
The starting point.
Array wanted an alternative to its previous CRM and a more convenient interface for looking up clients and following sales activity. The challenge was to connect the data structure with views useful for day-to-day follow-up.
How we did it.
The CRM was migrated and, in a later phase, a frontend was built with dashboards and linked views. The handover provides access to contacts, companies, leads, opportunities and activity through a shared Notion menu.
What changed.
CRM migration
The migration is recorded as a completed task in the initial project.
Frontend configured
Dashboards and linked views developed in the later phase.
Sales structure
Spaces for contacts, companies, leads, opportunities and activity.
Supported handover
The CRM demo and support confirmation are recorded as completed.
Tools used
More case studies
Other teams that chose a more organized way of working.
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