Notion CRM for Contractors 🧱

Independent tradespeople don’t want bloated software. A clean, dead-simple Notion board helps them.

Notion CRM for Contractors 🧱
Photo by Team Nocoloco / Unsplash

šŸ’” Concept

Independent tradespeople don’t want bloated software. A clean, dead-simple Notion board helps them track leads, quotes, jobs, and payments without paying $49/month to a SaaS.

🧰 Micro-Capex Stack

  • $0 — Notion is free
  • Gumroad for delivery
  • Canva for a polished thumbnail (optional)

⚔ 48-Hour Validation

  1. Share a screenshot and link in 3 HVAC or handyman Facebook groups
  2. Offer it for $19
  3. If you get 5+ sales or DMs, expand into more trades

šŸ“¦ Product Includes

  • Template link with drag-and-drop job pipeline
  • Built-in quote log, invoice reminders
  • Short Loom video walkthrough
  • Bonus: client follow-up tracker

šŸš€ Scale Plays

  • Create niche variations (solar install, electricians, mobile car wash)
  • Bundle with branded estimate templates
  • Launch a $49 ā€œPro Packā€ with advanced automation

āš ļø Pitfalls to Dodge

  • Over-complexity — keep it usable by tech-averse folks
  • Don’t skip a walkthrough video—contractors rarely read instructions


This site is a project of Recurence LLC.
30 N Gould St. Ste R, Sheridan, WY 82801
Tel: 1 307 429 2259
© Recurence LLC – All rights reserved.