Shared Database of Contacts
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A simple template to centralize all your contacts, with companies and interactions linked to it.
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Template Description
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:
- š± Mobile-friendly
- ā° Actively prompting me when Iām overdue with people
- ā Easy to get into a habit of using
- š§āāļø Ideally, with automatic tracking of calendar, text, email and phone interactions ā 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
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