Notion – Consulting 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.

Build a consulting CRM using Notion

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.

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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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
Template Type

Premium

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