This template is based on the components inside Agent Locator and formatted to display information in similar locations for people who are used to using that system. But since this is Notion, the layout can be easily changed and more components can be added, to suit your specific workflows.
This is an 'advanced' CRM because it incorporates one of Notion's most powerful features: relational databases. If you're new to Notion then it will take you some time to get to grips with this feature but it's definitely worth the effort.
Get a 360° view of all of your interaction with your customers & clients in one place, thanks to the linked database views inside their pages
Keep track of sellers, buyers, properties, tasks and communication inside an integrated system
The modular structure makes adding new databases to capture extra information straightforward
The team member's summary page template gives each team member an uncluttered view of everything that they're working on only
Quickly schedule showings with drag & drop, inside the dedicated scheduler page
Update your CRM from anywhere, thanks to Notion's online storage
I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode here.
Scroll through the images in this gallery to see a preview of the template's main features.
You can translate the databases from this template to your preferred language once you have purchased it, using my template translator.
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