Personal CRM

Notion Tip: Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact.

How this template works

You can delete this once you get the hang of it!

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We used this formula in the Status column of the table above.

if(dateBetween(now(), prop("Last Spoke"), "months") > 3, "Time to reach out!", "👍")

If more than 3 months have passed since the last time you contacted the person, you'll see "Time to reach out!" appear next to their name.

Edit the number 3 to change the time range for outreach.

Change the message that appears by editing "Time to reach out!" or the "👍"

Other cool things about this CRM

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Click All Contacts at the top left of your table to view your people different ways — like just your professional contacts, or just your college friends.

Hover over anyone's name and click ⤢ OPEN to open an entire page about them where you can store their address, favorite dessert 🍰, or any other relevant info!

View of Contacts

View of Contacts

Name

Notes

Header Image

Associations

Last Update?

Status

Last Contacted

Professional Contact

Ian

Neighbour

👍

There are no rows in this table

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