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Simple Personal CRM

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


Quickly keep track of people and your interactions with them →
Search by a person, before you meet with them for a second time →
Quickly filter people by tags you setup →

How does it work?


A table of is your list of people, including
A table of is your list of interactions with those people.

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

Input: go the section and start adding people.
Migrate: if you have an existing list of people, you can copy/paste into the table.

As you get the hang of things.

Quickly add new people and notes in the
Quickly search for people quickly in the
Quickly search for people by tags in the section.

Instructions for customizing the doc to your needs

Basic customization

Once you've read the section, you can delete it unless you want to keep it for future reference.

Advanced customization

Sync your . Then use the Contacts table as your people table.
Sync your . 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 (
) instead.