Notion – Construction CRM Template

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


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Notion Construction CRM

If you’re looking to build a CRM in Notion for your construction company, you’re in the right spot. By using Notion to build your CRM, you can create the custom construction CRM that you need in your favourite tool.

 

Features of a Construction CRM

A construction CRM can be used to manage customer relationships in the construction 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 construction 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
  • Project details that are linked to clients so you can see where things are up to in the construction process

 

Template Type

Premium