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Simple Personal CRM
About
Add
Find
Filter by Tag
Data
More
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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.