Notion – Building CRM Template
Notion Building CRM
If you’re looking to build a CRM in Notion for your building company, you’re in the right spot. By using Notion to build your CRM, you can create the custom builder CRM that you need in your favourite tool.
Features of a Builder CRM
A building CRM can be used to manage customer relationships in the building sales department of your company. The main features of your Notion CRM will be:
Instructions on how to use the CRM
Ability to add new contacts and store client contact information
Track building sales leads from enquiry through to sale
Track ongoing conversations with clients
Remind your staff to follow-up clients
Manage tasks and have tasks connected to client records
Segment clients for marketing
Keep a database of staff & contractors
Keep a client dashboard
Mobile app access so you can view your CRM when you’re out of the office
Build details that are linked to clients so you can see where things are up to in the building process
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After purchase
After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.
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FAQs
Refunds
As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.
Notion Free Account
This template will work on the free account within Notion but we'd recommend the paid version if you're using with your team.
Share with team
This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).
💁 Don't pay hundreds of dollars each year for CRM software. Buy this template for a fraction of that cost and manage your connections in Notion.