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!
AI or VA?