Contact List (Personal CRM)

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.