Automating the Finance Tasks Every Small Business Hates
Template for writing a blog post, including links to book a discovery call and message via WhatsApp.
# CRM
Posts
All
accounting
AI
AI agents
Bullet
case studies
chatgpt
compliance
CRM
customer service
Dataviz
email
finance
gen AI
Google Gemini
HitPay
legal workflows
meeting note-takers
Meta Ads
Notion
reviews
security
Slack
Tableau
web design
website
whatsapp
Wordpress
Zapier
Revolutionising Workflow Management: Solving 5 common CRM challenges with our custom Notion system
Transform your workflow with our custom Notion CRM system that solves common challenges and enhances client management through deep automation and seamless integrations
How to Build an Automated CRM with Notion and Zapier
One feature I’ve always wished for in Notion is the ability to automatically create relationships between records in different databases. We’ve taken matters into our own hands with Zapier and built an automated CRM on Notion.