Construction CRM
About this template
A construction CRM can be used to manage customer relationships in the construction sales department of your company. 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
