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

-------------------------------------------

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.

-------------------------------------------

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).