Notion + Make Specialist to Tidy Up CRM, Build Automations
1 month ago

Job summary
I'm looking for an experienced Notion specialist to help tidy up and extend an existing CRM setup.
Responsibilities
- Review and tidy up my existing Notion CRM and deal pipeline
- Build on current pipeline automations (status changes, actions, follow-ups)
- Connect Notion with Outlook (email logging, activity tracking where possible)
- Strong Make (Integromat) work to support automations and integrations
- Create a simple, structured BD workflow for a new BD exec:
Outreach to advisors
Tracking conversations, follow-ups, and activity
Clear visibility of progress in the CRM
Job description
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