AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Uizard’s Tony Beltramelli on text-to-UI & PMF + building a Notion CRM w/ Kelly Schricker | E1722
This Week in Startups
How to Track and Report on Customer Relationships
If it lives only in free form notes, you're never going to be able to pull that out and get that list. Instead, what you want to do is think through the information and the data that you're inputting into the CRM and really understand if this is something that you might ever want to track or report on. All right, let's jump over and look at an example together. Okay, so here I actually have a just dummy customer CRM that I created this morning to show this example. You can see a few different things here. One, we've got a list of all of our customers and you can see just general top line information on these. If
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode