Notion Tutorial: Build Your Personal CRM From Scratch

Written by

in

TL;DR: Build a personal CRM in Notion to track porcelain purchases, wishlists, and seller contacts by creating a database with properties like Maker, Pattern, and Price. Then add filtered views for “Wishlist,” “Owned,” and “For Sale” to manage your collection from one dashboard.

Step 1: Create Your Porcelain Database

Open a blank page in Notion and type /database, then choose “Table.” Name it “Porcelain CRM.” Add these properties: Name (title), Maker (text), Pattern (text), Era (select: Meissen, Sèvres, Limoges, Other), Condition (select: Mint, Good, Restored, Flawed), Price (number), Status (select: Wishlist, Negotiating, Owned, Sold), and Seller (text).

If you want to dig deeper, check out our guide on Porcelain Buying Guide: How to Choose the Right Tableware.

Step 2: Add Your First Porcelain Entries

Click “New” and fill in a real piece—say, a Meissen onion-pattern teapot. Enter the maker, pattern, era, condition, price, status, and seller name. Tip: use consistent spelling for makers so filters work later. For a buying guide, add a “Notes” text property for glaze flaws, hallmark details, or restoration history.

Step 3: Build Buying Guide Views

Click the “+” next to your database name to add views. Create a “Wishlist” view filtered to Status = Wishlist, sorted by Price low-to-high. Create an “Owned” view filtered to Status = Owned. Create a “Negotiating” view filtered to Status = Negotiating. Tip: group the Owned view by Maker to spot duplicates or gaps in your porcelain collection.

Step 4: Add Seller and Price Tracking

Add a relation property called “Seller Contact” linking to a second database of dealers, auction houses, and estate sellers. Add a rollup to show total spent per seller. Tip: use a formula property for “Price per Inch” on plates or vases—divide Price by a “Diameter” number property to compare value across porcelain pieces.

Step 5: Maintain and Refine

Once a week, review your Negotiating view and update Status. Archive sold pieces instead of deleting them—they become a price history for future porcelain buying guides. Tip: duplicate the database as a template for different categories, like figurines versus dinnerware.

FAQ

Q: Can I track porcelain restoration costs separately?
A: Yes. Add a “Restoration Cost” number property and a formula property “Total Investment” that adds Price + Restoration Cost.

Q: How do I compare porcelain prices across different sellers?
A: Use a board view grouped by Seller, then add a rollup showing average Price. Sort descending to spot the most expensive dealer.

Q: Is this CRM useful for antique porcelain buying guides?
A: Absolutely. Filter by Era and Condition to see which periods or grades you buy most, then adjust your guide criteria accordingly.

Related Articles

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *