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Personal CRM with Texting
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
People
⁠
section.
2️⃣ View your interactions on the
Interactions
⁠
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
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