Notion – Building CRM Template


Using this template, you’ll be able to run the core part of your business (getting and managing customers) out of Notion and you’ll know your CRM is set up properly to grow with your business. Built by a certified software trainer, this template will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.

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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


Structure of this Building CRM

This CRM template is set up in the following way:

  • Goals section – set the monthly goals for yourself and your team
  • Client section – add clients’s contact details, buying stage, notes, files, contact dates and more. You’ll also be able to see the Builds, Notes & Tasks connected to the Client (using Notion Relation fields)
  • Builds section – add properties being built (displayed visually in a gallery-style view) and connect to the client
  • Tasks section – create tasks, assign to team members and connect to builds, clients, staff or contractors
  • Notes section – create notes and connect to builds, clients, staff or contractors
  • Staff section – add contact details, certifications/forms and related work
  • Contractors section – add contact details, services providers, ratings, service locations and more

What functionality does a custom Building Notion CRM include?

In defining the features of most CRMs, we split the features into Core, Common and Optional Features.
We’ll outline below what features you’ll have in your DIY CRM.

Core CRM Features

  • Contacts (Contact Management) – set up with customer contact records in “Clients” database
  • Notes (Interaction Tracking) – set up through a “Notes” database that connects notes to contacts
  • Process (Lead Process Tracking) – set up through the use of a status field in the “Clients” database

Common CRM Features

  • Powerful search – included in Notion desktop and mobile versions
  • Mobile App – included
  • Customer Segmentation – set up through the use of a segment field
  • Email integration – you can use the Gmail or Outlook add-ons to be able to create customer records, tasks or notes in Notion from your inbox.
  • Document Storage – you can store documents on customer notes
  • Quotes & Proposals – you can store these documents on customer notes but cannot create quotes & proposals from this template
  • Workflow Automation – not included but can be set up through integrations

Optional CRM Features

  • Permissions – permissions to view workspaces & templates can be set up on the Team plan
  • Customisation – the CRM can be customised through custom sales stages, custom segmentation, custom contact records details and custom onboarding tips
  • Third-party integrations – you can connect to services like Zapier to trigger actions
  • Tasks & Task assignment – set up through having a task database
  • Reporting – simple reporting on sales through filtered views and column calculations
  • Analytics – not included
  • Forecasting – not included
  • Marketing Automation – not included in this template
  • Social Media – not included in this template
  • VOIP Integration – possible through integrations
  • Chat Integration – possible through integrations


Building CRM alternatives

Notion is an excellent way to create a lightweight, simple CRM for your building company but sometimes you need features that Notion can’t provide. Our top picks for Notion alternatives for your CRM are:

  • Pipedrive – set up your building sales pipeline with extra features like email integration, custom workflows and call tracking.
  • OnePageCRM – a simple CRM for your agency that focuses on the next action your staff should perform.
  • CapsuleCRM – a clean, well-designed building CRM that can track all your clients across their life cycle.
  • Nimble CRM – a comprehensive building CRM that excels in lead generation through online connections.


Do you need a Building CRM?

CRM software ensures that you keep track of all your sales, service and marketing needs. By setting up a building CRM, you can be confident that your team is keeping track of new leads, following up with customers, improving customer experience in your company and delivering the best service possible. You can do some follow-up using your memory & your address book but this quickly becomes impossible when you’re managing dozens or hundreds of building clients. That’s where having your own custom building CRM provides the biggest benefit.


Can I create a free Notion CRM with this template?

Based on Notion’s current pricing, you’ll only be able to use this template for free as an individual. Teams will need to use a paid plan.


Will I also be able to use a free mobile CRM app?

Absolutely! Notion has iOS and Android apps that will ensure you can use all your CRM features when you’re out in the field.


Can you create a free building CRM using Notion?

Yes, you can create a free CRM on the Notion Personal plan. You’ll have a limit of up to 1,000 blocks of content (paragraphs of text, to-do item, image etc). If you’ve got a smaller number of clients, you can build your own free CRM using Notion. Upgrade your Notion plan to the Team plan if you need more blocks or more advanced permissions.


What are the limitations to using Notion as a simple CRM?

All CRMs have limitations and using Notion as your building CRM comes with constraints that might not suit all users. As you’re custom-building your CRM, you need to ensure that the framework is set up properly and a badly-configured CRM can cause plenty of issues down the track. Notion has limited features around scheduling, emailing, call recording, web-clipping, universal search and note-style but these may not be features that you need for your small business.


I need a Notion consultant to help me build my CRM

You’re in the right place. We’ve got relationships with some of the best Notion consultants and ambassadors and can organise a paid online video meeting so you and your team can learn Notion and build your custom CRM together. Get in contact and we’ll get you booked in.


Notion CRM pricing?

Notion has a generous free plan (called Personal) that allows you to start learning and working in Notion for free. When you’re ready to bring in team members, set up specific access permissions and build larger projects out in Notion, they have a Team plan for $US8 per person per month. See all their pricing details here.


I’ve got another question…

Let us know what you need help with and we’ll be happy to help.


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