Building CRM
About this template
The Notion Building CRM Template is a comprehensive tool for managing customer relationships in the building industry. Designed to centralize client data, it enables you to track leads, manage tasks, store contact details, and oversee building projects—all in one place. With features like a client dashboard, build tracking, and task assignment, this template helps teams stay organized and aligned.
Fully customizable and mobile-accessible, the template supports client segmentation for targeted marketing and connects tasks to specific clients, builds, and team members. Whether you're managing a few projects or scaling your operations, this CRM empowers your team to deliver exceptional service and stay on top of all client interactions.