Build your own
AI-powered
CRM.
No expensive software. No complex setup. A Notion database and Claude is enough to track your leads and never let anything fall through the cracks.
| Tool | What it does | Cost |
|---|---|---|
| Notion | Stores your leads, notes, and pipeline stages | Free |
| Claude | Processes your notes, extracts action items, summarises calls | Free / $25/mo |
| Call recorder | Records your discovery calls so you can paste transcripts into Claude | Varies |
Create a new database in Notion with these five fields:
- Name
- Business
- Status — New / In Progress / Closed
- Notes
- Action Items
That's your CRM. Switch the view to Board and you have a visual pipeline. Keep it simple — you can always add fields later as you figure out what you actually need.
After every call or meeting, take your rough notes or call transcript and paste them into Claude with this prompt:
1. Write a 2-3 sentence summary of the conversation
2. List the key pain points the prospect mentioned
3. List the agreed next steps
4. Note any objections or concerns raised
Notes: [paste your notes here]
Paste Claude's output straight into the Notes field in your Notion entry. Takes 30 seconds.
Check your Notion board once a day — morning works well. Move leads through the stages based on where they actually are. The goal is simple: nothing falls through the cracks.
- New — just entered the pipeline, first contact not done
- In Progress — actively in conversation
- Closed — won or lost, mark it and move on
If you want to add a follow-up date field, Claude can suggest a follow-up message too — just paste the notes and ask it to draft one.
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