Notion for Lead Management - Simple Notion Lead Tracker Template Tutorial

Importance of efficient lead management for businesses

A healthy business requires a steady flow of new sales. To manage your sales effectively you need a way to consistently track and manage your leads.

Without a system to keep all information on your leads organized in one place, things can get overwhelming and messy quickly. If you need to search multiple documents, spreadsheets, notes and your own memory to know what's happening with each lead in your sales pipeline, you're doomed to waste a lot of valuable time and lose a lot of potential deals.

There are endless sales CRM tools out there (like Pipedrive or Hubspot) designed to help businesses optimize and streamline their sales process. However, most of these tools can be overly complicated for a small business owner looking for something simple and easy to use.

Notion can be used for simple lead management

Notion is a popular tool that can be used to keep everything organized in one place in a highly customizable and user friendly way. One great way to use Notion is to turn it into your lead tracker.

Notion allows you to organize all the contact information and meeting notes in one place, while giving you an overview to where each lead is going in your process. By attaching dates and notifications to your leads, you can also be sure to never again forget to follow up with them.

How to create your own lead tracker template in Notion

We've created for you Youtube tutorial video explaining step-by-step how to build your own lead tracker in Notion - from scratch. To start you only need a free Notion plan. In the video, we'll explain how to create your lead database in your workspace, what properties to add, how to create different views and filters, and how to add leads to the tracker.

Want help building your custom CRM Notion template?

Would you like to build a fully customized Notion CRM - not just for sales but for tracking all client engagements and projects? Do you have a vision of what you want to create, but don't know how to use Notion well enough to make it happen? Would you like to also automate and integrate the CRM with your other tools?

Let's have a chat to see how we can create your custom system done-for-you - to help you close more deals with ease!