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Simple Personal CRM

About

Add

Find

Filter by Tag

Data

Explore

About

If your memory isn't perfect, a simple CRM can help you keep track!

Why?

Quickly keep track of people and your interactions with them →

Add⁠

⁠

Search by a person, before you meet with them for a second time →

Find⁠

⁠

Quickly filter people by tags you setup →

Filter by Tag⁠

⁠

How does it work?

Basics

A table of

People⁠

is your list of people, including

Tags⁠

A table of

Interactions⁠

is your list of interactions with those people.

Getting started: input or migrate an existing list of people.

Input: go the

People⁠

section and start adding people.

Migrate: if you have an existing list of people, you can copy/paste into the

People⁠

table.

As you get the hang of things.

Quickly add new people and notes in the

Add⁠

section.

Quickly search for people quickly in the

Find⁠

section.

Quickly search for people by tags in the

Filter by Tag⁠

section.

Instructions for customizing the doc to your needs

Basic customization

Once you've read the

About⁠

section, you can delete it unless you want to keep it for future reference.

Advanced customization

Sync your

Google Contacts with Packs⁠

. Then use the Contacts table as your people table.

Sync your

Google Calendar with Packs⁠

. Then you can attribute meetings to people.

Send reminders if you haven't met with someone after a certain time

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.