CRM for Software Development Company or Recruitment Agency

Are you starting up your own IT company and looking for a way to manage all your data at one place and be able to track down all the activities going on in your organization.

Here is the right template for you to manage your day to day IT company operations.

What you'll get:

✔️  Leads Management

• There are three types of lead management
  • Hiring Leads 
    • Here you can post Jobs and create a form on Notionforms.io to capture the information on Hiring / Contract Applicant Tracker
  • Contract Leads
    • This is a tracker to keep track of all the converted contract positions which are linked to vendor, client, invoice, bills, freelancer, contractor or employee. 
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  • Leads
    • In this database you can track all the new projects, contract or other leads. 
    • There are multiple status based on the lifecycle of the lead
    • Multiple priorities
    • Link to Vendor, Client, Referrer, Freelancer, Contractor, Employee, Budgets, Closed Rates, Follow up Reminders, Bills, Invoices and Projects

✔️  Master Databases for collecting information which is related to each other

• Vendors
• Company Recruiters
• Freelance Recruiters
• Freelancers/Employees
• Clients
• Projects

✔️  Bills Tracker

• Track Bills which are received, rejected, paid, approved

✔️  Invoice Tracker

• Track Estimate to Send, Estimate Sent, Estimate Approved, Estimate Rejected
• Track Invoice to Send, Invoice Sent, Invoice Paid, Invoice Rejected, Invoice Archived
• Various views are provide to look at the invoices from different perspectives

✔️ Prefilled Selections for Roles

✔️  After you buy the template, we will help you to integrate the databases to your website so that you can collect information seamlessly in the Notion Database.

• We use Notionforms.io to create forms and then provide you the iframe to embed in your website.
• We will be helping you to setup upto 3 forms for free with standard functionalities provided by notionforms.io

Check out Tekvology.com, they use Notion Forms for collecting the data and have been using our template since 2021.