Skip to content
Personal CRM with Texting
Personal CRM with Texting
People
Interactions
More
Share
Explore

icon picker
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
Samantha Timmerman
Last Interaction Date
7/17/2017
Last Interaction Topic
Dwayne Jensen
Last Interaction Date
10/5/2017
Last Interaction Topic
Work
2
Shary Brzinski
Last Interaction Date
1/30/2018
Last Interaction Topic
Tiffany Tweeds
Last Interaction Date
1/8/2018
Last Interaction Topic
Hometown
2
Jonas Friedman
Last Interaction Date
12/5/2017
Last Interaction Topic
Jamil Warner
Last Interaction Date
8/4/2017
Last Interaction Topic
⁠





Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.