Bao CRM

Bao CRM turns your Notion workspace into a CRM for freelancers, the self-employed and small businesses. Track prospects in a sales pipeline, see today’s follow-ups on one page, and prepare professional PDF quotes in your currency, checked before you send them. The connection creates four dedicated databases in your workspace: Prospects, Products & services, Quotes and Business. Your data stays in your Notion workspace.

Open https://app.baocrm.com.

Click Connect Notion, then allow access to your workspace.

Bao CRM creates its home page and four databases: Prospects, Products & services, Quotes and Business.

Fill in your business details, add a prospect and prepare your first quote.

If you already entered data on your device, copy it to Notion from Settings.