Créer son CRM avec Notion - Template gratuit

Créer son CRM avec Notion - Template gratuit

🎙 Shubham SHARMA 👥 313K 📅 March 27, 2021 ⏱ 15 min 👁 132K 📄 tutorial 🧭 2026-08-24
Available in: English (current) Français

Keywords

NotionCRMdatabasedashboardtemplate

Summary

The video is a tutorial by Shubham SHARMA on how to create a customizable CRM using Notion. The creator emphasizes the importance of having a centralized place to manage clients, prospects, deals, and quotes, and argues that traditional CRM tools are often not fully customizable. He proposes building a CRM from scratch in Notion, which allows for full customization and evolution with the business. The tutorial covers creating databases for companies, contacts, opportunities, quotes, and events, and linking them together using Notion’s relational database features. He demonstrates how to create a dashboard with a kanban board for opportunities, a calendar for meetings, and lists for contacts and companies. The video also shows how to use rollups to display related information, such as the contact associated with an opportunity. The creator provides a free template and links to his Notion training and blog for further learning. The video is aimed at entrepreneurs and business owners who want a flexible CRM solution without paying for expensive software.

165 words

Critical Evaluation

Value of the Information & Strength of the Argument

The video provides practical, actionable value by walking through the creation of a CRM in Notion, which is a popular and flexible tool. The argumentation is solid: the creator identifies a common problem (inflexible CRM tools) and offers a solution (building a custom CRM in Notion). The step-by-step demonstration is clear and easy to follow, and the use of a visual schema (via Whimsical) helps in understanding the data structure. The creator also provides a free template, which adds immediate value for viewers. However, the video does not discuss potential drawbacks of using Notion as a CRM, such as scalability or performance issues with large datasets, which could be a limitation for growing businesses.

Scientific Rigor, Source Quality, Title Accuracy

The video is a tutorial, so it does not rely on external scientific sources. The creator mentions using Whimsical for diagramming and provides links to his own blog, Notion training, and template. The title accurately reflects the content, and the video is well-structured with clear chapters. The creator’s expertise is evident, but the information is based on personal experience rather than formal research. The description includes links to the template and additional resources, which are relevant and useful.

207 words

Title / Content Match

The title accurately reflects the content: the video shows how to create a CRM using Notion and offers a free template.

Quality & Reliability

7/10

The video is a practical tutorial demonstrating step-by-step how to build a CRM in Notion. The methodology is clear and reproducible, and the creator provides a free template and links to additional resources. However, the video does not delve into advanced features or potential limitations, and the information is based on the creator's expertise rather than formal research.

Chapters

Cited Sources

Concurring Sources

Contribution & Novelties

The video offers a practical, step-by-step guide to building a customizable CRM in Notion, which is a unique approach compared to using off-the-shelf CRM software. It demonstrates how to leverage Notion’s relational databases and rollups to create a connected system for managing contacts, opportunities, quotes, and meetings. The free template provided adds significant value, allowing viewers to implement the solution immediately.

Pour aller plus loin :

101 words

Radar Profile

The radar profile shows high scores in quantity and quality of information, indicating a content-rich tutorial. The technical level is moderate, suitable for beginners, and the overall reliability is good, though based on personal expertise rather than formal research.

Reliability 7/10

💬 Très positif. Sur les 30 commentaires analysés, tous expriment une grande gratitude et admiration pour la clarté et la valeur du tutoriel, certains mentionnant qu'il a changé leur vision de Notion.