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
What you need before purchase
- Basic knowledge of how to use Notion
- Notion account (paid is recommended for this one)
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.
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
What you need before purchase
- Basic knowledge of how to use Notion
- Notion account (paid is recommended for this one)
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.