Notion – Building CRM Template

Purchase this Notion Building CRM template and save yourself hours of time in trying to build your own builder CRM. After purchase, you will instantly get access to your Notion template that you can duplicate to your own Notion account.


Buy 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

 

Template Type

Premium

Categories: , , Tags: ,