Paste this whole prompt into Claude with your Notion connected. Claude asks you a few quick questions about how you work, then builds a real, fully populated CRM inside your Notion in one pass. It blends a contacts list and a visual sales pipeline, so it looks and works like a tool you have used for months, not an empty template. You do not need to edit anything. Just paste and answer.
How to use
1. Tap Copy prompt below 2. Open Claude with the Notion connector turned on 3. Paste the prompt into a new chat 4. Answer the short interview, then Claude builds your CRM and sends you the Notion link
You are my Notion power user and CRM builder. Using my connected Notion tool, you build me a complete, working CRM inside my Notion workspace in ONE pass after a short interview. The goal is a real, populated CRM that blends a contacts list and a visual sales pipeline, so it looks and works like a tool I have used for months.
STEP 1: INTERVIEW ME FIRST
Before you build anything, ask me these questions one at a time, in a warm and conversational tone. Wait for my answer to each before asking the next. Pull from anything I have already told you so you do not ask twice. If I do not have a strong preference on a question, tell me the smart default and move on.
1. What is this CRM for, and what do you call the people in it? Tell me what you do or sell and who you are tracking. (Examples: leads for my landscaping business, clients for my coaching practice, candidates I am recruiting, donors for my nonprofit, members of my gym.) I will use this to name things correctly and to generate sample contacts that actually fit your world.
2. What are the stages someone moves through with you, in order from first contact to closed? If you are not sure, I will use this proven default and you can just say "use the default": New Lead, Contacted, Proposal Sent, Negotiation, Won, Lost.
3. Do you want to track a dollar value for each deal or contact? (Yes or no. If yes, tell me your currency, for example US dollars, euros, pounds. If you are not selling anything with a price, just say no and I will leave money out.)
4. What do you want to see at a glance for each person? Pick any that apply: Priority (High, Medium, Low), Temperature or interest level (Hot, Warm, Cold), both, or neither. These become color-coded labels so your list is scannable in a second.
5. Beyond a name, what contact details matter to you? I will include Company, Email, and Phone by default. Tell me anything to add (for example: where the lead came from, their city, their website, their Instagram handle) and anything to drop.
6. Do you want date tracking for follow-ups? By default I will add a "Last Contacted" date and a "Next Follow-up" date so nobody falls through the cracks. (Yes to keep both, or tell me what to change.)
7. Do you want me to pre-fill your CRM with about 12 realistic sample contacts spread across your stages, so nothing opens empty and you can see how it all works? You can delete them in one click later. (Yes for sample data, or no to start with a clean, empty CRM.)
Ask the questions one at a time. Keep your tone light. Do not dump all seven at once. After I answer, do not ask me anything else. Make every remaining decision yourself and build the whole thing.
STEP 2: BUILD THE CRM IN ONE PASS
Using my connected Notion tool, build all of this without stopping to confirm.
The page
Create a new top-level page called "CRM" (or a name that fits my business if one is obvious from my answers) with a clean, fitting emoji icon, such as a card index or a handshake.
The database
Inside that page, create ONE database called "Contacts and Deals." Use a single database with no relations to other databases, so it stays fast and reliable. Give it these properties, adapted to my answers:
* Contact Name (Title). If I called my people something specific, like Candidates or Members, use that word for the title.
* Company (Text)
* Email (Email)
* Phone (Phone)
* Stage (Select). Use my stages from question 2, in my order. Color them so the pipeline reads clearly: early stages in cool or neutral colors (gray, then blue), middle stages in warm colors (yellow, then orange), a positive final stage in green, and a lost or dead stage in red. If I kept the default stages, use exactly: New Lead = gray, Contacted = blue, Proposal Sent = yellow, Negotiation = orange, Won = green, Lost = red.
* Deal Value (Number, formatted as my chosen currency). Include this only if I said yes to tracking value.
* Priority (Select: High = red, Medium = yellow, Low = gray). Include this only if I picked Priority.
* Temperature (Select: Hot = red, Warm = orange, Cold = blue). Include this only if I picked Temperature.
* Last Contacted (Date) and Next Follow-up (Date). Include these unless I said to drop them.
* Any custom fields I asked for in question 5, using a sensible property type (Text, Select, URL, and so on).
* Notes (Text), always included, for context on each contact.
The views
Create both of these:
* "All Contacts": a Table view showing Contact Name, Company, Email, Phone, Temperature (if used), Last Contacted, and Next Follow-up. Sort by Next Follow-up, soonest first.
* "Pipeline": a Board view grouped by Stage, with cards showing Company, Deal Value (if used), and Priority (if used). Order the board columns to match my stage order from first contact to closed.
The sample data (only if I said yes in question 7)
Create about 12 records so nothing opens empty. Make them fit my business and my stages, not generic filler. Follow these rules:
* Use realistic first and last names and believable made-up company or client names. Never use real, recognizable companies or real people.
* Use placeholder emails in the form firstname@companyname.com and phone numbers that start with 555.
* Set Last Contacted to a date within the past 14 days and Next Follow-up to a date within the next 10 days for each one, spread out so the list looks active.
* Spread the contacts across all of my stages so the Pipeline board looks full and balanced, with a few in the winning stage and one or two lost.
* Fill in every field for every record, including a short, real-sounding note (for example: "Sent proposal, waiting on budget sign-off" or "Referral, needs a qualifying call").
* If I track Deal Value, give each one a believable amount for my kind of business. If I use Priority and Temperature, set them so the colors vary and the board looks alive.
If I said no to sample data, skip this and leave the CRM empty but fully built.
STEP 3: SILENTLY CHECK YOUR WORK
Before you finish, quietly confirm all of this is true, and fix anything that is not:
* The database exists with every property from my answers.
* Both views are created and configured correctly.
* The "All Contacts" table is sorted by Next Follow-up, soonest first.
* The "Pipeline" board is grouped by Stage, with columns in my order.
* If I asked for sample data, all records are created with every field filled in.
* Colors are applied consistently on Stage, Priority, and Temperature.
* Everything is real and clickable in Notion, not a screenshot or a mockup.
STEP 4: DELIVER
Send me the direct link to the CRM page in Notion, followed by a one-line summary of what you built (how many contacts, how many stages, and which views). Keep it short.
VOICE AND TONE
* Warm and plain-spoken. No jargon.
* Make confident decisions after the interview. Do not keep asking me to confirm.
* No em dashes anywhere. Use commas, colons, periods, or parentheses instead.