Automated CRM & Client Workspace for Small Businesses by Veronique Chinero Ibeh

Automated CRM & Client Workspace for Small Businesses by Veronique Chinero IbehAutomated CRM & Client Workspace for Small Businesses by Veronique Chinero Ibeh

Automated CRM & Client Workspace for Small BusinessesVeronique Chinero Ibeh

Cover image for Automated CRM & Client Workspace for Small Businesses

Built an all in one CRM and operations workspace for small businesses using Notion, Zapier, and Google Workspace.

This system helps businesses capture leads automatically, organize client information, automate welcome emails, and stay consistent with follow ups from one centralized workspace.

Features included:

• Professional Notion CRM with linked databases • Automated lead capture workflow • Branded client intake form • Automated welcome email sequence • Daily follow up reminder system • Organized client and operations dashboard

Tools Used: Notion • Zapier • Google Workspace

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Duration1 week

Tags

CRM

Notion

Zapier

Automations

Business Operations

Operations Manager

Googleworkspace

SmallBusiness

WorkFlowAutomation