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Use Notion AI to Build a CRM Pipeline

Use Notion AI to Build a CRM Pipeline
Use Notion AI to Build a CRM Pipeline

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The Rundown: In this tutorial, you will learn how to create a CRM dashboard for your sales pipeline with Notion AI. Instead of creating the dashboard manually (pages, subpages, setting toggles), all of this will be done for you using the power of Notion AI.

🧰 Who is this useful for:

  • Entrepreneurs who need to track leads
  • Freelancers managing client relationships
  • Sales professionals looking for a lightweight CRM solution
  • Small business owners who don’t want the complexity of traditional CRMs
Screenshot 2025-09-21 at 9.30.35 AM.png


STEP 1: Getting started with Notion

To begin, head over to Notion.so. Once you’re on the homepage, you’ll see...

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