Time to meet. - Personal CRM
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Take control of your personal and professional relationships today.
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Template Description
Why did I create this template?
Remember to stay in touch with the people that matter
Get notified when it's time to reach out
What's inside the template?
✔️ Automatic reminders to connect with friends/family/colleagues
✔️ Assign different frequencies to different people
✔️ Recurring birthday reminders
✔️ Birthday calendar
✔️ Contacts broken down by relationship type
How to use the template?
- Import your contact list from Facebook, Google Contact and Linkedin
- Add some data (contact type, approx. last meet date, desired frequencies)
What are the benefits of the template?
Life is busy, and with so many people from so many different aspects of life, it can be hard to keep up and stay in touch. Keep your personal relationships strong and thriving with this personal CRM template – designed to serve up automatic reminders to connect with friends, family and colleagues, track birthdays, save contact info, and help you remember where and how you met each person.
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