Notion Real Estate CRM 🏠
Janet Uwakwe
Virtual Assistant
Project Manager
Operations Manager
Make
Notion
A real estate investor client lacked a centralized system to manage leads, properties, and offers efficiently, resulting in disorganized data, missed opportunities, and inefficient task management.
Challenges:
- Disorganized Data: Data scattered across platforms hindered timely access and updates.
- Lack of Centralized System: Difficulty tracking lead, property, and offer progress led to missed opportunities and poor communication.
- Ineffective Task Management: Manual task management caused oversights, missed deadlines, and lost deals.
- Document Generation Bottleneck: Manual document generation slowed deal closing.
Solution:
- Designed and Implemented Notion CRM: Created customized databases for centralized data access.
- Customized Properties and Views: Aligned Notion to specific workflow needs.
- Streamlined Task Management: Integrated task management for assignment, tracking, and prioritization.
- Integrated Document Generation: Facilitated automatic document generation from Notion data using Make.com
Outcome:
Efficiently managed real estate investments with a customized Notion CRM, overcoming challenges and achieving greater efficiency.
