A Notion workspace to connect real estate projects, CRM and finance
Blacksand Projects needed to bring its operational and financial information together. Following the audit, a Notion workspace was built with areas for projects, CRM, finance, resources and reports.
The starting point.
Operational and financial information was spread across documents and spreadsheets, with duplicate data and manual consolidation. The business needed a shared structure to consult projects and their financial context.
How we did it.
Following the audit, a Notion workspace was built to bring together projects, CRM, finance and resources. The environment provides access to priority information and reports from the main menu.
What changed.
Project management
A central area to consult and organize projects.
CRM integrated into the workspace
Access to relationship management from the main menu.
Finance area
A dedicated section for financial information.
Operational reference
Access to priority information, resources and reports.
Tools used
More case studies
Other teams that chose a more organized way of working.
Let's talk.
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