Notion & Airtable CRM

Disorganized information - no longer have your leads in multiple places or in emails.

Lack of Customer Insights - Keep tabs on where your leads are coming from, what they are buying and how long it's taking to sell to them

No more losing leads in your inbox and forgetting to get back to them.

No more crappy customer service, you have all the info you need to give the potential client an awesome experience

No more being held back from scaling your business

No more missed communication with team members on lead status

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Yes, please send me marketing emails!

These CRM's offer you a pre-defined process for gathering and tracking your clients, as well as give you the choice of which platform works best for your business or your client's business.

Imaging being able to keep track of your clients and customers easily and with high visiblity.
The benefit to using these two tools is the ultimate flexibility in either expanding or simplifying the lead capture process and communication.

Everyone wants a custom solution, it makes sense to have a software that is able to provide that custom solution.

Ana Natkins, mother, wife, neuro-divergent and owner of Ana’s Simple Solutions and obsessed with anything puzzle or logic-related. (Sudoku anyone?) She helps overwhelmed CEOs and their teams get out of the weeds and create kick-ass systems that are simple, easy to follow, and can save you 16 hours a week in what used to be wasted time. She loves freeing up individuals' time and energy to spend on the things that matter most to them, whether it be her 10-year-old’s want to play football, her want to nap in a hammock or help a femprenuer launch a new product or service.

How customizable are these templates?
While you could use both these templates straight out of the box, in that their functionalities could serve multiple types of businesses, part of the beauty of these programs is that they are very customizable and can be integrated with other programs and automations depending on which one you choose.
How scaleable are these CRM's?
While there is a maximum for the size of the databases, there is a large amount of space available for all leads that you are able to track through both our systems.
Does the CRM integrate with other tools like email marketing?
While both Notion and Airtable have some native integration functionality, there are some software's out there that don't have that built into them. However you are able to use "Zapier" and "Make" to create many automations with other tools if it is not available in the systems themselves.
Is there any training?
Both the Notion CRM and Airtable CRM have video training as part of the package so you can get set up and start CRMing
What is the cost?
You can get both CRM's for 1 low price of $47.
Both of these can run on the free versions of Airtable and Notion. In order to have full functionality, we recommend you upgrade to at least the first level.
How does the CRM facilitate collaboration within our team?
The nature of a central repository system like this is that you can give anyone admin access to be able to go and change parts of the system. Airtable also has the ability to give different individuals different levels of security.
Reporting & Analytics
Airtable is designed for analytics, and we have even included a small interface as part of our Airtable CRM. You are able to expand or add to this for the metrics you are measuring at your organization.
Automation
While both Notion and Airtable have some native automation functionality, there are some software's out there that don't have that built into them. However you are able to use "Zapier" and "Make" to create many automations with other tools if it is not available in the systems themselves.
Do you offer refunds?
We take great pride in our digital products and stand behind their quality. However, due to the nature of digital goods, all purchases are final and non-refundable. Once the purchase is made and the product is delivered, we cannot offer refunds or exchanges. We recommend reviewing product details and specifications carefully before completing your purchase. If you have any questions or concerns, please feel free to reach out to us. Thank you for understanding our no refund policy.

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