Build an Agency CRM in Notion from Scratch

☎️ BOOK A CALL with our team to unlock the next stage of growth at your agency with systems: https://calendly.com/samcliffbird/dis...

In this video, I am going to be showing you how to build a simple agency CRM in Notion from scratch. I am going to be sharing my screen and showing you step-by-step so you can follow along.

NOTION TEMPLATES:
🖥️ Notion for Agencies: https://sambird.gumroad.com/l/acwza
⚙️ Systematize Your Agency (mini-course): https://sambird.gumroad.com/l/gymop
🌀 Client Portal: https://sambird.gumroad.com/l/bzcrq
📚 Company Wiki: https://sambird.gumroad.com/l/hmdhu
💰 CRM (Client Relation Manager): https://sambird.gumroad.com/l/lijbz
🤝🏻 Meeting Notes: https://sambird.gumroad.com/l/dpnhx

RECOMMENDED TOOLS:
🖥️ Notion (Obviously): https://affiliate.notion.so/agh85z9d6mdz
🤖 Make: https://www.make.com/en/register?pc=s...
🧲 Smart Lead: https://smartlead.ai/?via=sam-bird
📧 AnyMailFinder: https://anymailfinder.com/?via=sam
⬆️ GoHighLevel: https://www.gohighlevel.com/?fp_ref=r...
🪰 FireFlies.Ai: https://fireflies.ai/?fpr=sam97
👻 PhantomBuster: https://www.phantombuster.com/?deal=s...
🚀 Apollo: https://get.apollo.io/tmzpdazb531g
⚡️ Instantly: https://instantly.ai/?via=sam-bird
🖥️ WebFlow: https://try.webflow.com/nzybrxj1mwai
▶️ Fathom: https://fathom.partnerlinks.io/y1o3lj...
🔁 Relay: https://relay.app/?via=sam
📞 Close: https://refer.close.com/ko4mhlp7uddw
🐼 PandaDoc: https://pandadoc.partnerlinks.io/xofj...

INTERESTED IN BECOMING A NOTION CONSULTANT?
🎓 Notion Consultant Course: https://sambirdco--notionology.thrive...

WATCH NEXT:
   • Notion for Agencies: SCALE your Agency  
   • Systematise Your Agency: Process Mapp...  
   • Build an Agency System in Notion from...  
   • How to Write SOPs Fast  

WHO AM I?
If we haven’t met before - Hey 👋🏻 I’m Sam, a certified Notion consultant and process expert. For the past 2.5 years I’ve been helping 50+ agency owners scale their businesses through systematisation. On this channel, I share the tips, insights and techniques to help you do the same!

📲 CONTACT:
Discovery Call Booking: https://calendly.com/samcliffbird/dis...
Website: https://www.sambird.co/
Twitter/X:   / samcliffbird  
LinkedIn:   / samcliffbird  

⏱️ TIMESTAMPS:
0:00 Intro
01:05 Part 1 - Build
19:50 Part 2 - Workflow