How to Build a Free CRM in Notion

Over the years I have used many CRM (Customer Relationship Management) systems. For the most part I want a solid way to store contact information and organize contacts based on the nature of my relationship with them and any follow up needed for any reason. 

They’re going out of business!

No wait. They’re staying!

Employer.com bought / bailed them out. But Employer.com has no experience developing accounting software. 

There are other issues as referenced in this TechCrunch article like, 

“One former employee told TechCrunch some customers ...

There is a lot to explore here in my Bulletproof Notion Operating System and we will get to all of it in time. This quick start guide is meant to get you started with the things you are likely anxious to get started with right away. 

I’ll show you…

• How to add a client
• How to add tasks
• Ho...

If you are reading this then you have no doubt seen something of mine relating to how and why I came to research Slack Alternatives and land on Pumble as my new solution.

Or you stumbled on this and wondered “WTF is Pumble?”

It’s a fair question and as I dove into my research I learned that ...

In the beginning

When I first learned that Salesforce was buying Slack I was concerned. Salesforce is a company that serves very large companies and sure enough in a short amount of time they implemented changes that crushed the small business who were using the free version of Slack. 

Sudde...

A long time ago with a computer I no longer use, I produced a blog post and video on Factoring Receivables in QuickBooks. At that time, I had encountered a series of clients who were factoring their receivables and struggling with the accounting. 

I blamed the reports from the factoring companie...

If you came to me a few years ago and told me that in the future I would be able to write “natural language” to query an app or system to pull up information without me having to navigate a series of menus and sub menus and sub-submenus, I would have thought, “sure - how very ‘Minority Report’ of yo...

When I started developing my Bulletproof Bookkeeping® Courses it was based on the concept of creating “impenetrable” books which simply put means you can prove every number on every financial statement that you compile. 

What I have also done for years is based on a logical extension of what I d...

In this guide I want to explore the mechanics of FIFO inventory costing with QuickBooks Online. 

Let’s say you run a store called, “Gotham Tactical Supplies” where among other things, you sell the following products:

• Bat-Gadgets
• Vibranium Shields
• Arc Reactors

Understanding how FIFO...

Hello friend, it’s me Seth!

It’s been a while since I’ve written here, and I do need to ask you for a favor, but I would never ask something for nothing. 

So here’s what I need your help with, and then I will share something with you that I think you will find incredibly valuable. 

I hav...