Notion – Recruitment CRM Template

If you’re looking to build a CRM in Notion for your recruitment agency, you’re in the right spot. By using Notion to build your CRM, you can create the custom recruitment CRM that you need in your favourite tool. See full details of the template here.

What are the main features of this CRM?

A recruitment CRM can be used to manage job applications, candidates contact details and client updates. 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 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 client dashboard

• Mobile app access so you can view your CRM when you’re out of the office

• Create a simple applicant tracking system (ATS) using Notion

Structure of this Real Estate CRM

This CRM template is set up in the following way:

• Targets section – set the monthly goals for yourself and your team

• Employers section – add employer’s contact details, their Next Contact Date, lead sources, notes, files and more. You’ll also be able to see the Roles, Notes & Tasks connected to the Employer (using Notion Relation fields)

• Candidates section – add similar details to employer but with status customised to the hiring process steps.

• Tasks section – create tasks, assign to team members and connect to employer or candidates

• Notes section – create notes and connect to employer or candidates

• Roles section – add roles being advertised (displayed visually in a board-style view) and connect to the person advertising the role

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What you need before purchase

• Basic knowledge of how to use Notion

• Notion account (paid is recommended for this one)

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After purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).