I've been working on a CRM in Notion and I'd love some honest feedback from people who actually use CRMs.

My goal was to keep things simple while covering the basics:

Contacts

Companies

Deals

Follow-ups

Revenue tracking

If you were looking for a Notion CRM, what would make you choose one template over another?

Hey everyone,

I've been researching the CRM migration industry before building anything. Recently I made a post asking everyone what some of their biggest pain points are and most manual parts of the process. So far from the responses I found that the actual data movement has been largely solved. The most consistent complaints have been field mapping, data cleanup and pre-migration decision making. From what I've read it seems pre-migration is the most underserved phase.

Some new questions I have:
-which roles or teams suffer from these problems the most and how frequently?
-how much time, money or project risk is created from these problems?
-Are there any workarounds or tools people use to make these problems manageable?

I really appreciate all the help and support I've gotten from this community. Thank you for all the responses and everything!

Client’s HubSpot workflow hit the marketing email quota. Their instinct: “let’s just upgrade the plan.”

I asked one question instead: “Who actually needs this email?”

Turned out “Enroll all associated contacts” was ON. So one workflow was blasting every contact linked to a company — 120 people per company — instead of just the one department that mattered.

Client’s answer when I asked who should get it: “Only Billing.”

Fixed the enrollment logic to target the Primary/Billing contact only.

Result:

**•** Recipients per send: 432 → 17 **•** No plan upgrade needed **•** Cleaner automation, fewer confused replies from random contacts 

Moral: before paying more for software, spend 5 minutes checking why you’re hitting the limit. Sometimes it’s not growth — it’s just bad workflow logic quietly emailing people who never needed to be in it.

Anyone else caught a “quota problem” that was actually a “workflow problem”?

Hi! I am an independent rep for a huge manufacturing company and my sole job is recruiting clientele and partners.

I run meta ads and 90% of my conversions come from them.
I've got the ads down. But the system stumps me. Training new marketers to use it is completely impossible with where I am currently at.

I use privyr as a current CRM but I need a way to TRAIN newbies, have them receive their own leads and directly pay for their own leads. That way I can create the lead gen, and they can benefit from it..

I've looked at Go High Level- but I am not 100% sure.

If anyone has any expertise I would be all ears.

I have seen people use apps like Word, OneNote, Excel and other note taking apps for taking notes outside of the CRM. What's your use case and why aren't you doing it inside the CRM? Is the CRM software lacking a notes section?

I operate a digital transformation services company. I recently landed a project with a small maintenance company doing 150 - 250K annually(conservative estimates). They are scaling and planning to franchise.

The engagement:
- CRM audit

- Deliverables:

1. Optimization roadmap with prioritized recommendations + implementation
2. AI Voice agent readiness and implementation to capture after-hours calls
3. SOP drafts for admin and field operations as their team expands.

How would you go about pricing this engagement?

I am considering a fixed project fee, a monthly retainer, and revenue share as options.

They have already signed on with a relatively flexible budget.

Is there anywhere else I should post this question? Thank you!

Been doing CRM audits for a few agents/teams lately — data hygiene, pipeline health, tagging, that kind of thing — and the pattern across every single one has been strikingly consistent:

1. 20-25% of "active" pipeline is actually stale. Leads marked as live with zero logged activity in 30+ days. Most CRMs don't surface this by default, so nobody's watching for it until it's a real problem.
2. Tagging rot. Same tag existing as 3-4 casing variants ("Buyer" / "buyer" / "BUYER"), which silently breaks any saved search or campaign built on top of it.
3. Zero consent tracking. Almost every export I've looked at has no opt-in/consent field at all — a real exposure most agents don't think about until someone asks.

None of this needs new leads or new tools. It's all sitting in the CRM they already have.

Curious if this tracks with what others here are seeing, or if I've just gotten an unlucky sample size. If anyone wants to compare notes on their own setup, happy to talk through what I'm checking for.

Has AI actually saved you time in your CRM, or is it mostly hype? What features do you use regularly?