Can Notion work as an agency CRM?

It can store leads, but it has no automatic follow-up queue, no WhatsApp click-to-chat, no payment tracking and no retainer MRR reporting — all of which you would build and maintain yourself.

Should I stop using Notion?

No. Most agencies keep Notion for documents, SOPs and client wikis, and run the sales pipeline in AgencyCRM.

How do I migrate my Notion CRM?

Export the database as CSV, flatten linked relations into plain text, then use bulk import with column mapping and duplicate detection.

How much does AgencyCRM cost?

Free for 30 leads, ₹299/month for Pro and ₹599/month for Enterprise, with INR billing and UPI support.

Comparison

AgencyCRM vs Notion

Notion is a brilliant workspace you have to build yourself. AgencyCRM is a finished agency CRM with follow-ups, WhatsApp outreach, payments and retainer MRR.

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Less template upkeep

Hours saved monthly

Minutes to go live

AgencyCRM by DigifyMart vs Notion

Short answer

Notion is great for docs, SOPs and internal wikis. For a sales pipeline that chases leads, sends WhatsApp follow-ups and tracks money, a purpose-built CRM stops the DIY maintenance loop.

Feature comparison: AgencyCRM vs Notion

Scroll the table — the column headers stay visible while you compare.

Feature-by-feature comparison of AgencyCRM and Notion
Capability	Notion	AgencyCRM
Ready-made pipeline	Build your own database	Leads, clients, follow-ups included
Follow-up reminders	Manual reminders per page	Automatic daily follow-up queue
WhatsApp outreach	Copy the number manually	One-click pre-filled message
Payment and dues tracking	DIY formulas	Invoices, reminders, ₹ tracking
Retainer / MRR reporting	Manual rollups	Live MRR dashboard
Docs, notes and wikis	Best in class	Notes on leads and clients
Flexibility	Unlimited	Opinionated for agencies
Ongoing maintenance	You maintain the system	Updates ship to you

Pricing: AgencyCRM vs Notion

Notion

Free – ₹1,500 per user/mo

Priced per member, and the CRM template is still work you build and maintain.

AgencyCRM by DigifyMart

₹0 · ₹299 · ₹599 / month

Free plan for 30 leads, Pro ₹299/mo, Enterprise ₹599/mo — flat, not per seat.

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Plan-by-plan price comparison between Notion and AgencyCRM
Stage	Notion	AgencyCRM
Starter	Free personal	Free — 30 leads
Growing agency	~₹850 per user/mo Plus	₹299/mo Pro
Team / advanced	~₹1,500 per user/mo Business	₹599/mo Enterprise

Move your Notion CRM database over

1Export the databaseIn Notion, export your leads or clients database as CSV.
2Flatten relationsReplace linked records with plain text values like service, status and owner.
3Import to AgencyCRMUpload the CSV, map columns and review flagged duplicates.
4Keep Notion for docsUse Notion for SOPs and client wikis; run the pipeline in AgencyCRM.

Why agencies switch from Notion

Stop maintaining a template

No broken formulas or half-finished relations.

Reminders that actually fire

Follow-ups surface daily instead of being remembered.

Money in the same place

Dues, payments and MRR next to the pipeline.

Faster team adoption

Purpose-built screens beat a custom database nobody trusts.

Agencies that moved from Notion

Our Notion CRM looked beautiful and nobody updated it. AgencyCRM is boring and everyone uses it.

Nikhil Sharma — Founder, content agency, Bengaluru

We still love Notion for SOPs — leads just needed something with real reminders.

Aarti Deshmukh — Studio manager, Mumbai