Building a CRM in Notion
How CRMs Work, Built Live — Beyond Spreadsheets
Most people manage referrers, partners, and relationships in flat spreadsheets.
That works until it doesn’t.
This resource is a recording of a live, unscripted session where I built a CRM in Notion from scratch, in real time, while explaining how CRMs actually work underneath the interface.
The focus is not on Notion features or templates, but on system design: databases, relationships, pipelines, and how to structure information so it scales as things get more complex.
What This Session Covers
This is not a polished demo or pre-built walkthrough. The session explores:
Why spreadsheets break down for relationship management
How CRMs are structured using linked databases, not lists
The core CRM model: Companies, Contacts, and Deals
How to track referrers, partnerships, and opportunities without duplication
Using pipelines and nurture stages to manage follow-up over time
Building simple dashboards to see priorities and activity at a glance
How this thinking applies beyond Notion to other no-code tools
Everything is built live from a blank workspace so you can see the decisions, trade-offs, and structure as it develops.
Who This Is For
This resource is designed for:
Allied Health business owners and founders
Practice managers and operational leads
Providers tracking referrers, partnerships, or outreach manually
Anyone using (or considering) Notion for business systems
People interested in no-code system design more broadly
A basic familiarity with Notion is helpful, but not required.
Even if you never use Notion, the CRM and systems thinking is directly transferable.
What This Is (and Isn’t)
This is:
A recorded live build of a CRM system
Focused on structure, relationships, and scalability
No-code and tool-agnostic in principle
Relevant for small teams and growing practices
This is not:
A replacement for your practice management system
A beginner Notion tutorial
An AI-driven automation workflow
A one-click template or plug-and-play CRM
Why This Matters
As Allied Health becomes more competitive, growth increasingly depends on how well relationships are managed over time.
Most providers already have valuable data sitting in spreadsheets, inboxes, or PMS platforms that no one actively uses.
CRMs are how that data becomes usable.
If you can clearly see:
who you’ve spoken to
what stage relationships are at
when follow-ups are due
which partnerships actually matter
you move from reactive growth to intentional, repeatable systems.
Access the Recording
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About the Author
Created by Trystan Conway — Allied Health consultant, physiotherapist and founder of Conway Consulting Group.
Trystan previously co-founded and scaled a national Allied Health provider to 300+ staff and $15M in revenue, and now works with Allied Health, NDIS, and Aged Care providers to design practical systems that support sustainable growth, governance and decision-making.