Consulting CRM
$
9
FREE
This template can help you save hours of time and effort in building your own customer relationship management (CRM) system. It eliminates the need for you to set up databases, select categories, and link everything together manually. With this template, you can run your business using Notion as your CRM, and keep all your information and data organized in a single, easy-to-use platform. This means you won't have to spend hundreds of dollars per year on CRM software.
Details
What are the main features of this CRM?
A consulting 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
- Product & service details that are linked to contacts so you can see what product or service they have bought
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What you need before purchase
- Basic knowledge of how to use Notion
- Notion account (paid is recommended for this one)
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After purchase
After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.
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