Relationships (template)
Relationships (template)

Relationships (template)

The main database of all your friends, family and colleagues - a personal CRM! (Based on a template I found, not sure where could be a previous version of the "Personal CRM" template in the Notion Template Gallery)
NameChat?LastContactedRelationshipContact FreqLocationOrganizationRoleBirthdayActive?Last contacted viaNeed to chat?PhoneGifts to buyNotesTo-dosContact Every?
👤
Jane Doe
957
January 9, 2020
Colleague
Monthly
San Diego
Example organization
Marketing
February 7, 2020
📧E-mail
➡️ Time to chat! Last chat was:
30
👊
Jack
917
March 5, 2020
Friend
Bi-weekly
NYC
April 17, 2020
👀In person
➡️ Time to chat! Last chat was:
14
👨‍👩‍👧‍👦
John Doe
916
March 6, 2020
Family
Bi-weekly
Stockholm
March 11, 2020
📞Call
➡️ Time to chat! Last chat was:
14