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Use Notion to run your entire business.
Replace 5-10 separate tools with one Notion workspace. CRM, project management, SOPs, content calendar, finance tracking — everything connected. Here's how to set it up.
100M+
Notion Users
5-10
Tools Replaced
$0-10
Per User/Month
80%
Less Tool Switching
Track leads, deals, and customer relationships. Kanban board for pipeline stages. Auto-calculate deal values.
Properties: Name, Company, Email, Stage, Deal Value, Next Action, Last Contact, Source
Manage all projects with tasks, deadlines, and team assignments. Multiple views: board, timeline, calendar.
Properties: Project, Task, Status, Assignee, Priority, Due Date, Sprint, Dependencies
Plan, create, and schedule content across all platforms. Track from idea to published.
Properties: Title, Platform, Status, Publish Date, Author, Content Type, Performance
Document every repeatable process. New hires can onboard themselves. Version control built in.
Properties: Process Name, Department, Last Updated, Owner, Difficulty, Video Link
Track income, expenses, and profitability. Monthly dashboards. Invoice tracking.
Properties: Date, Category, Amount, Type (Income/Expense), Client, Status, Notes
Centralized meeting notes linked to projects and action items. Never lose context.
Properties: Date, Attendees, Agenda, Decisions, Action Items, Related Project
| Formula | Expression | Use Case |
|---|---|---|
| Monthly Revenue | Sum of Income entries filtered by current month | Dashboard KPI |
| Deal Win Rate | Won deals / Total closed deals x 100 | Sales performance |
| Days Since Last Contact | dateBetween(now(), Last Contact, "days") | CRM follow-up alerts |
| Content Velocity | Published items this month / Target | Content team tracking |
| Task Completion Rate | Done tasks / Total tasks x 100 | Project health |
Then: Auto-assign to sales rep, send Slack notification, add follow-up task for 24hrs
Then: Move to completed, notify project manager, update progress bar
Then: Change status to Overdue, send reminder email, flag in dashboard
Then: Add to content calendar backlog, notify content manager
Then: Generate weekly summary of tasks, deals, and content pipeline
Use linked databases instead of duplicating data. One source of truth, multiple views.
Create a master dashboard page that pulls from all databases using filtered views.
Use templates for recurring tasks — meeting notes, project briefs, client onboarding.
Set up relations between databases (e.g., CRM contacts linked to Projects and Invoices).
Use the Notion API to connect with external tools — auto-import emails, form submissions, etc.
Create a team wiki with nested pages. Structure: Department → Category → Topic.
Use toggle blocks for long SOPs — keeps pages scannable while preserving detail.
Color-code statuses consistently across all databases for visual scanning.
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EARNINGS DISCLAIMER (Updated April 2026): The information provided on this website and in our products is for educational purposes only. Results shown or referenced are not typical and individual results will vary significantly. Most customers earn $0–$500/month. Results depend on effort, experience, and market conditions. There is no guarantee that you will earn any money using the techniques, ideas, or products we provide. Any earnings or income statements are estimates of what we believe is possible based on our experience — they are not promises, projections, or guarantees of actual earnings. Your results depend entirely on your own effort, experience, business acumen, and market conditions. This is not a "get rich quick" scheme and we do not guarantee financial success. By purchasing our products, you accept that you are solely responsible for your own results. See our full Earnings Disclaimer and Terms of Service.
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Yes, Notion can replace 5-10 separate business tools including CRM (replaces HubSpot for small teams), project management (replaces Trello/Asana), documents (replaces Google Docs), wikis (replaces Confluence), and content calendars (replaces CoSchedule). It costs $0-$10 per user per month, saving businesses hundreds in monthly SaaS subscriptions.
Every business needs six core Notion databases: CRM and Sales Pipeline (tracking leads, deals, and customer relationships), Project Management Hub (tasks, deadlines, team assignments), Content Calendar (plan and schedule across platforms), SOP Library (documented repeatable processes), Finance Tracker (income, expenses, profitability), and Meeting Notes linked to projects and action items.
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