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Personal CRM

Manage your personal contacts and keep in touch with friends and old colleagues.

About this doc

This template helps you keep in touch with old friends and colleagues, and has helpful reminders when you’ve gone too long without connecting! Also allows you to keep track of details about your connections, so you can refer to them the next time you chat.


Key features


About the Maker

Joe DiMento

Go-to-market at Coda. Outside of work: political enthusiast, occasional off-key singer, on-key father to an opinionated toddler.

@Joe|Joe's templates

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Personal CRM

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