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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
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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
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