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Business Process Systems in Notion & Coda

I streamline business processes in Notion and Coda — from CRM and project management to knowledge bases and automations.

I create practical work systems where teams clearly understand where information is stored, who is responsible for what, and what stage clients, tasks, and projects are currently at.

What I build:

• CRM systems for client and sales management;
• team workspaces;
• project and task management systems;
• knowledge bases, SOPs, and internal documentation;
• client and partner portals;
• systems for content, marketing, and operations;
• dashboards and management reporting;
• automations in Notion, Coda, and Make;
• data migration from Excel, Google Sheets, ClickUp, and other platforms.

Before starting, I analyze the company’s current processes and design a structure based on the team’s real needs. No unnecessary databases, complicated relations, or features that no one will use.

As a result, you receive a fully tested system, configured views, templates, and automations, as well as a video guide for future use.

I can build a complete system from scratch, improve an existing workspace, conduct an audit, or provide a consultation.

Briefly describe your current processes and the problem you need to solve, and I will propose the most suitable structure in Notion or Coda.

Tags

notion Make.com CRM coda.io

Skills and abilities

Outsourcing & consulting

Services