Notion – Consulting CRM Template

If you’re looking to build a consulting CRM in Notion for your business, you’re in the right spot. By using Notion to build a lightweight CRM, you can create the custom business CRM that you need in your favourite tool. See full details of the template here.

What are the main features of this CRM?

A consulting CRM can be used to manage customer relationships in your business. 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 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
• Know the temperature of a lead (cold, cool, warm, hot)
• Keep a client dashboard
• Mobile app access so you can view your CRM when you’re out of the office
• Product & service details that are linked to contacts so you can see what product or service they have bought

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (paid is recommended for this one)

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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).