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.
