Contact List (Personal CRM)
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Store and manage your contacts, mark favorites, archive contacts, show upcoming birthdays, track your gifts etc.
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Template Description
Notion Contact List (Personal CRM) template keeps your contacts organized. You will be able to store and manage your contacts, and it additionally has a built-in gift tracker.
Features
- Store detailed contact data.
- Ability to enter both private and work contact data.
- Mark favorites to access them faster.
- Contacts can be archived if you do not want to delete them entirely.
- Automatic display in the "Upcoming Birthdays" section (automatic calculation based on the entered birthday).
- Automatic age calculation (based on the entered birthday).
- Gift tracker to track what and how much you have spent on a person in the past.
- 3 buttons to quickly add a new contact, category and gift.
- Contact Categories.
- Ability to view the last contacted persons by date.
- Access to a list of 249 countries (according to ISO 3166-1) to assign a person easily and quickly.
- Access to a list of 184 languages (according to ISO 639-1) to assign a person easily and quickly.
- Ability to enter an attitude (towards you).
- Save notes about a person on their page.
- Backlinks section on the person's page, for example, if on meeting notes that person is linked with @.
- A view grouped by company.
- You can select a more compact view (if you do not want to add photos).
All features are customizable.
What is included?
Notion Contact List (Personal CRM) template and 5 databases: contacts, contact categories, gift tracker, countries, and languages.
FAQ
Does the template work on the free version of Notion?
Yes.
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