Personal CRM with Texting
This personal CRM template not only tracks your last conversations with friends and colleagues, let’s you quickly text your contacts using the Twilio service (
note: you will need an account with Twilio to send texts from this doc
). You just need your contact’s phone number entered in the doc and with the push of a button, you can text your contact with a custom message 😁.
1️⃣ Enter all your personal and work contacts in the
2️⃣ View your interactions on the
and send text messages via Twilio to contacts you haven't spoke to in a while 📞.