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Mini Marketing CRM

Nothing too strenuous like lead capture (unless it can be done in Coda?!) just contacts I already have. Wanna track notes, emails, and full contact details including work social media accounts. Needs to be private but share with colleagues.

Solution
Lead capture?
Contacts
Notes
Emails
Phone / Address
Social Accounts


Add contact
Contacts
2
Name
Title
Email
Notes
Phone
Social
Interactions
Stage
1
Chris Andrews
CMO
TKTK XYZ
555-555-5555
Follow-up
Lead πŸ”₯
2
Moira Boise
Product Marketer
​
555-555-5555
Onsite meeting
Another great outreach
Lead πŸ”₯
3
Lucy Xander
IT Admin
​
555-555-5555
facebook.com
​
In Contact
4
Sally Sanderson
​
sally@gmail.com
​
​
​
​
Lead πŸ”₯
5
Lucy Chen
​
lucy@fb.com
​
555-555-5555
​
​
Lead πŸ”₯
There are no rows in this table
Companies
0
Stage
0
Interactions
2
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