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)

To Chat

8 views

To Chat

By Relationship

Mentors

Teachers

All

By Location

By Last Contact

All listed

Name
Chat?
LastContacted
Relationship
Contact Freq
Location
Organization
Role
Birthday
Active?
Last contacted via
Need to chat?
Phone
Gifts to buy
Notes
To-dos
Contact Every?
1988
January 9, 2020
Colleague
Monthly
San Diego
Example organization
Marketing
February 7, 2020
📧E-mail

➡️ Time to chat! Last chat was:

+46 717 717 7171
Jane Doe noteJane Doe note
30
1948
March 5, 2020
Friend
Bi-weekly
NYC
April 17, 2020
👀In person

➡️ Time to chat! Last chat was:

Apple Pencil for Jack
Call client ACall client B
14
1947
March 6, 2020
Family
Bi-weekly
Stockholm
March 11, 2020
📞Call

➡️ Time to chat! Last chat was:

John Doe noteJohn Doe note
14