Notion Expert Needed for CRM, Client Portal & Workflow Automation

Posted 4 weeks ago

Worldwide

Summary

I'm looking for a Notion expert to help build a clean, scalable workspace for my business. The workspace should include a Notion CRM for tracking leads and clients, project management, task management, and a simple client portal. I also want linked databases with relations and rollups, a business dashboard, and recommendations for improving my workflows. If possible, I'd like basic workflow automation using Make.com, Zapier, or n8n to reduce manual work. Experience with Notion AI is a big plus. I'm looking for someone who understands how to build organized business systems not just pretty templates. The workspace should be easy to maintain and ready to grow as my business grows. Please share examples of similar Notion CRM, Business OS, Operations Hub, or client management systems you've built. To make sure you've read everything, start your proposal with "Business OS." If we're a good fit, this will lead to additional Notion projects.

  • $15.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Zapier
CRM Automation
Customer Relationship Management
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:4 weeks ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 29, 2026
  • United States
    New Haven3:38 AM
  • $5.2 total spent
    1 hire, 0 active
  • HR & Business Services
    Small company (2-9 people)

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