designed for solopreneurs startups and small companies in mind this NOS CRM provides a simple layout so that you can focus on what truly matters growing your business with the Sleek design you'll never have to leave the main CRM view with everything being accessible via side Peak so to show how easy it is to navigate the CRM I'm going to open up a few database items so first we're going to click into deals and we can easily click into this deal it comes into side peek you can easily drag and drop this in notion to be however big you want it to be if we want to come into companies and do the exact same thing open it up it's in side peek and then there are detailed database templates to be able to show all the information that's related to this database item so for in this example we have the related deals contacts projects notes and files to this company all accessible once we open up Apple for each one of the databases in this CRM on the main page here you're going to have all the important views showing up so for okrs you're going to be able to see what are your active objectives and what are your key results for projects a timeline view a board View and what are the active projects you're currently working on for tasks a board view open tasks and open projects and showing the task per project for deals you're able to see how much you won in Revenue this month and able to see that sum here what are the deals that you have open this month what are deals you lost and all of your open deals moving into the future for companies you're easily able to see your customers prospects and partners and then for contacts you're able to see your customer contacts and your prospect contacts now you can obviously add on to these views on this main page but the views that you want to add on to here are probably going to be limited in the amount of records that they show so you're not showing too much data on your main page here to gain full access to databases in whole we have the navigation over here on the left hand side of the page just like when we click into database items they're also going to open in side peek and this is where you can come to to see all the different views in your CRM in full I've created many useful ones for each individual database for example for this company's database we can see all customers prospects partner companies former customers ones that might be missing a website ones that are missing a relationship designation of whether they're a customer or a partner and ones that haven't been assigned an owner on your team one important thing to note that is different about this CRM compared to some of the previous notion crms that you might have seen on my YouTube channel is that I've simplified the deal structure a bit and let me show you what I mean by that so let's say that we have a new deal with Nike so I'm going to open up the Nike company page then I'm going to scroll down to the quick actions and I'm going to create a new related deal to Nike so I'm going to select it hit continue and in my previous RMS you had to create what's called a deal line item for an amount to populate in here but on keeping on course with the goal for Simplicity all you have to do is simply enter the amount here and that will truly be the amount of the deal now Simplicity always has pros and cons the pros is that with this type of setup it's a lot more easy to enter an amount but with the setup in my professional CRM you're able to get some detailed reporting on how much you're discounting on certain products and services how much revenue is attributed to each one of those services and so on that data model that I replicated from Salesforce can be a little bit difficult for some to understand so that's why I've set up deals in this way to make it nice and easy but just know if you want to have more detailed reporting on your products and services that you're selling go ahead and check out the professional CRM on my channel besides that everything else is the same with the crms we've developed the Clos date represents exactly when you anticipate this deal to be closed one or Clos lost use the stage property to to show exactly where you're at in the process of the deal and ultimately your goal is to move to close one so that you can recognize that your company has one Revenue now that I've moved this one to closed one you can see that it's now populating in the one this month view and we can see how much revenue my business has won in the month of May 2024 the type property is used to show whether or not it's a first-time deal with this company or if it's a repeat or a renewal and next steps is used to show exactly what you need to do in order to close a deal and share that with the rest of your team with companies deals and contacts you can create new related files or notes to tie to each one of those records or you can just create files and notes that aren't related to any other items that you just want to store and share with the rest of the team for tracking how you're progressing towards your company goals you're going to be using objectives and key results objectives are used for tracking large picture goals such as I want to win this money Revenue in Q2 of 2024 an example of what a key result would be that is tied to that objective is we have April 2024 revenue and may 2024 Revenue which is then related with the goal of hitting those Q2 numbers because both months are in Q2 and since we're halfway through the month of May let's start thinking about what we want to achieve in June 2024 so what I'm going to do is I'm going to create a new key result and I'm going to name it June 2024 Revenue I'm then going to give it a status because we're just creating it it's on track and then let's set the time frame it's going to be from June 1st select end date and then till June 30th since we're not in the month of June quite yet I'm going to give the current value of $0 but let's say that we want to achieve $8,000 in Revenue we're then going to tie it to the Q2 Revenue objective and then this is optional but I like to give a icon to represent what it's for so I'm going to give it a dollar icon because it represents Revenue I'm going to close this side peek and then here on objectives I've added in some things that allow you to see how you're progressing overall towards that goal so overall for the objective we set a $220,000 revenue Target and then all the key results combined bring us out to $3,785 one so far in Q2 if I were to go into June for example and add in some Revenue one for that month let's add in $2,000 you can see that impacts the key results number which also shows you how you're progressing towards that large number now the objectives and key results aren't only set up just for Revenue purposes but for any other thing that might be related to your business so for example here we have a social media following goal and here is a goal of 10 blog posts so really you can enter in anything that makes sense for achieving your ultimate goal of growing your business that's it for this quick walkthrough guys it's a simple CRM so I'll keep the demonstration simple if you'd like to be notified when we create additional notion products and tutorials don't forget to hit that subscribe button catch you in the next video