I hate CRMs. I know I need one—I’m doing more coaching, getting more inbound leads, and ranking in the top three organic search results for podcast coaches on Google.
But no matter how many times I’ve tried HubSpot, Zoho, or whatever the flavor of the week is, they’ve never fit into my workflow.
So I did a totally normal, not weird thing: I built my own CRM.
In this episode, I walk through the simple system I set up using Notion, Todoist, Make.com, and my website. I’ll share why I built it this way, how it automates lead tracking and follow-ups, and why reducing friction is the key to sticking with any system.
Plus, I’ll show you how you can apply this same approach to streamline your own processes—without forcing yourself into tools that don’t work for you.
For all of the links mentioned in this episode, go to https://streamlined.fm/464
Top Takeaways
- The best CRM (or any tool) is the one you’ll actually use—start simple and build on tools you already know.
- If you struggle with sticking to a system, it’s likely because it doesn’t fit your natural workflow. Adapt the system, not yourself.
- Don’t limit yourself because of past experience. There is lots of flexibility in the apps we use today, and you can take advantage of that.
Show Notes
- Screenshots I posted on LinkedIn
- Automations Database
- Notion
- Todoist
- Make.com
- Gravity Forms
- Want to see the automations I use? Get access to my 40+ Automations Database at streamlined.fm/automation.
- Send feedback to https://streamlinedfeedback.com
- Feeling stuck? Check out my unstuck sessions at https://casabona.org/unstuck
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!