Building CRM
About this template
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
