I believe that your workflows should be descriptive of how you like to work, not a prescription forced by your software.

At my last firm, I created a custom CRM for financial planners using Airtable and Notion. I wasn’t impressed with what existing wealth management tools could do out-of-the-box, so I built a nimble CRM tailored to our needs.

Airtable and Notion can make excellent lightweight CRMs for financial planners, tax professionals, and other small businesses. I’m currently working on creating more materials and demos about building your own systems, so stay tuned. In the meantime, if you’re interested in learning more, feel free to contact me with questions.

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Below you can find a sample Notion database as well as a screenshot of a simple Airtable interface.