€4

Notion Contact List (Personal CRM)

I want this!

Notion Contact List (Personal CRM)

€4

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.

I want this!

Notion Contact List (Personal CRM) template and 5 databases: contacts, contact categories, gift tracker, countries, and languages.

Software
Notion
Databases
5
Access
Lifetime
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