Recruitment CRM

Using this template, you’ll be able to run the core part of your business (getting and managing customers) out of Notion and you’ll know your CRM is set up properly to grow with your business.
About this template

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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