Notion + Make Specialist to Tidy Up CRM, Build Automations

Only for registered members Canada

1 month ago

Default job background
$15 - $38 (USD) per hour

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

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