Advanced CRM in Notion to optimize end-to-end management of an energy business
CRM, UTM system, activity log, meeting dashboard, and task manager, all connected in Notion with relational databases.
The starting point.
The company was looking for a CRM: a system to keep orderly track of its clients, leads, activity, communications, useful data, and more. After evaluating several platforms, we concluded that building the system in Notion was ideal for their case given the platform's versatility.
How we did it.
In addition to the CRM itself, we created a UTM system, an activity log, a meeting tracking panel, and even a task manager. We integrated everything with the CRM through relational databases.
What changed.
Operational optimization
The system has helped significantly optimize business management, drastically reducing the time spent on administrative tasks.
Improved conversion
Lead tracking has improved, leading to higher client conversion.
Centralization and efficiency
The implementation has centralized all information and processes in a single place, easing decision-making and improving operational efficiency.
“Before, data lived in silos: today all sales tracking is in one place. Lead conversion has improved because we finally know what's happening with each one, with context at hand.”
More case studies
Other teams that chose a more organized way of working.
Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com