Personal CRM with Texting
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Personal CRM with Texting
This personal CRM template lets you stay in touch with friends and colleagues. Easily add people and interactions with the click of a button.
AC
Al Chen
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 😁.

Quickstart

1️⃣ Enter all your personal and work contacts in the
section.

2️⃣ View your interactions on the
and send text messages via Twilio to contacts you haven't spoke to in a while 📞.


Need to Connect With...
1
College
3
Ted Smith
Last Interaction Date
1/16/2018
Last Interaction Topic
They had their baby - Emerson born last week
Samantha Timmerman
Last Interaction Date
7/17/2017
Last Interaction Topic
Just sailed around the world - ugh, jealous!
Dwayne Jensen
Last Interaction Date
10/5/2017
Last Interaction Topic
Traded notes about old friends - Smithy is still totally insane, recently self-published an autobiography comprised of GIFs
Work
2
Shary Brzinski
Last Interaction Date
1/30/2018
Last Interaction Topic
Told me going through a tough time - mother is sick
Tiffany Tweeds
Last Interaction Date
1/8/2018
Last Interaction Topic
New agency folded already (!) looking for work - gave her some names of contacts in the biz
Hometown
2
Jonas Friedman
Last Interaction Date
12/5/2017
Last Interaction Topic
He and Kevin are looking to buy a place, but SF so expensive
Jamil Warner
Last Interaction Date
8/4/2017
Last Interaction Topic
Still unhappy at work, but focusing more on personal things - recently took up painting