People Manager (CRM) for Architects V3.1

Notion Template for Architects and Interior Designers: People Database (CRM)

Purpose:
The People Database, also known as a CRM (Customer Relations Manager), allows you to manage all contacts, including clients, partners, contractors, engineers, and other AEC consultants.

Why Choose Our Template?
We've been operating our architectural design business with Notion for over six years. We want to share what we've learned to help you keep all your information at your fingertips.

Key Features:
1. Comprehensive Contact Management:
- Manage all contacts, including clients, partners, contractors, engineers, and other AEC consultants.
2. Detailed Information Tracking:
- Stay organized and keep track of new leads, project values, conversation notes, preferred names, and contact methods.
- For existing clients and consultants, track details like personnel on site, preferences such as coffee types, and verbal quotes.
3. Customizable Fields:
- Everything is customizable. Tailor the template to your needs, adding fields like assistant's name, coffee preference, or any other specific information you need to track.
- We are happy to help with customization to fit your unique requirements.
4. Seamless Integration:
- Notion’s open platform allows easy customization and integration with other solutions.
- Check out our Business OS tool, which includes all the Notion elements we use to run our firm.

Practical Uses:
- Pull up detailed client information during calls to refresh your memory or take notes on new leads.
- Keep track of verbal quotes to avoid forgetfulness.
- Organize project details and client preferences to enhance client satisfaction and efficiency.