Notion CRM Best Reasons Why You Shouldn’t Use Notion will be described in this post. Businesses adopting Notion as their CRM are increasing. Even though Notion has many features, it is not the best choice for a corporate CRM. Folk, Copper, or Pipedrive are our top choices. This is the reason.
Notion CRM Best Reasons Why You Shouldn’t Use Notion
In this article, you can know about Notion CRM here are the details below;
The most basic use case for a CRM is to store contact details, but a CRM can also serve as a single hub for communication inside your organization.
A member of your team emails the identical customer that you have just emailed. How are you aware that this occurred? When use Notion as a CRM, you don’t. Customers may thus receive two to three emails from several team members, which is confusing. We have encountered situations where teams “copy and paste” client emails into a Notion document. This is a terrible time-sink, and after attempting to maintain it for a few weeks, it not only fell by the wayside.
A good CRM will track the quantity of interactions you’ve had with people, automatically import emails, and alert you when you’re not following up on leads. On the other side, Notion as a CRM is unable to manage this kind of communication tracking.
You’re more likely to email the same leads as your team members when using Notion as a CRM because it doesn’t display your email past, which might lead to a problematic situation.
Notion as a CRM can’t automatically prioritize leads based on engagement
Knowing who has clicked or opened your emails might be useful information in closing a deal.
These activities can be combined into a score by a CRM, making it simple for your team to find engaged leads. In order to let you know when it’s time to follow up, a smart CRM will also include the date of the previous encounter or the amount of time that has passed between conversations.
It takes too much manual labor to maintain Notion current.
Notion doesn’t build business IP and doesn’t scale well
Maintaining client correspondence and involvement with an appropriate CRM provides your company with intellectual property and serves as the single point of contact for all of your client dealings. This information will be very helpful if you ever wanted to sell or transfer ownership of your company.
Sorting through a lot of data will also be a challenge for a mid-market scaling company. Notion’s limited reporting and analytics features can make it challenging to monitor what is and is not effective. This will restrict the decisions that you can make using consumer data.
Notion’s Flexibility Can Be Overwhelming
Notion is incredibly adaptable, which is excellent, but it also causes problems. Since it can theoretically be or do “anything” (within reason), businesses misunderstand this and begin developing their own unique “CRM,” making judgments that they believe to be reasonable and effectively assuming the responsibilities of a product manager. However, you do not manage products. Also check CRM software
The majority of CRMs on the market have limitations and decisions that have been added for a purpose. The process of adding a feature or another custom field requires SO much consideration and debate. Over-adding to Notion might hinder organizational acceptance and lead to future misunderstandings among team members.
While any CRM on the market that was designed expressly to be a CRM would undoubtedly be far superior to creating your own, concept is still preferable to nothing.
Companies that use Notion as a CRM often feel disorganized
After a year of using Notion as their CRM, 99% of the firms I’ve spoken to feel that their data is haphazard and unstructured. Notion doesn’t feel as integrated with business communications as it should because it wasn’t designed to be a CRM. Also check
Actually, it’s not that different from using Google Sheets or Excel as a CRM. It’ll never truly be what a firm needs to scale, but it will “work” as a contact book.
Overall, Notion is a really mediocre CRM, despite how alluring it may be to utilize it as your company’s CRM. Use a professional CRM if you are concerned about what makes a product effective at managing your business processes and managing relationships.
What CRM should I use instead of Notion?
Folk is a top CRM for teams thinking about Notion (see our detailed evaluation of Folk). Additionally, we penned a lengthy post on the top CRM for small businesses, including some of our top picks, like Pipedrive and Copper.
