Shared Database of Contacts

Why did I create this template?

Hope this template will help you manage your professional contacts as a team. It was a mess for our team, as our data was scattered between different tools : emails account, address books, calendar tools, Linkedin etc so I wanted to centralize all our contacts in a tool we use daily : Notion. 

What's inside the template?

This Shared Database of Contacts is a simple way to organize your contacts and keep track of them as a team, for any use cases you have in your company :

• Suppliers
• Vendors
• Candidates
• Partners
• Clients

I wanted something:

• 📱 Mobile-friendly
• ⏰ Actively prompting me when I’m overdue with people
• ✅ Easy to get into a habit of using
• 🧙‍♂️ Ideally, with automatic tracking of calendar, text, email and phone interactions — not possible with Notion

How to use the template?

3 tables have been created below :

• Contacts - to store all our contacts linked to Interactions and Companies
• Interactions - to store all our interactions (meetings, events) linked to Contacts and Companies
• Companies - to store all Companies, linked to Contacts and Interactions