Hey PH'ers! We've created a new CRM for builders to manage their projects. 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 Happy to answer any questions you have!

This is great. I was just looking for something like this. I’ll check it out.

Forgot to say - let me know if you need any other templates built.