Notion – Virtual Assistant CRM Template

Purchase this Notion Virtual Assistant CRM template and save yourself hours of time in trying to build your own VA 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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Build a Virtual Assistant CRM using Notion

If you’re looking to build a virtual assistant 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 virtual assistant 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
  • Virtual Assistant product & service package details that are linked to contacts so you can see what product or service they have bought

 

Template Type

Premium