My Personal CRM by Desmond Duggan

A personal CRM to track all the people and interactions you meet with by Desmond Duggan, an enterprise software product manager.

About this doc

This personal CRM template not only tracks your people and interactions, but comes with some handy features for reminding you about the people you should stay in touch with. With the Gmail pack and automations, this template sends you a reminder every Monday at 9AM PT with the people you need to contact. A dashboard lets you specify the number of days you would like to wait before following up with someone.


Key features


About the Maker

Desmond Duggan

Des is an Enterprise Software Product Manager. He loves enterprise because there's never an easy answer. He loves Coda because he can build product without writing a line of code.

Desmond's templates


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