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Simple Notion CRM Template
p/simple-notion-crm-template
A lightweight alternative to CRM software, built in Notion
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Rich Peterson

Notion Construction CRM — A CRM template for your construction projects in Notion

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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.
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Rich Peterson
Maker
Need a simple way to manage the contacts in your construction company? Use a Notion 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 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 Happy to answer any questions you have!