Personal CRM Template
Personal CRM Template
Personal CRM Template
Personal CRM Template

Personal CRM Template

A Notion CRM dashboard. Take control of your personal and professional relationships today.

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Personal CRM Template

Personal CRM Template

Product description

Template includes:

  1. Automatic reminders when to connect with a contact
  2. Recurring birthday reminders
  3. Birthday calendar
  4. Contacts are broken down by relationship type and location
  5. Built-in meeting note templates to record your conversations
  6. Instructions on the properties, formulas and how to use the dashboard
  7. Lifetime updates included


Does this work with a free Notion account?

Sure does! Just hit duplicate and you're good to go!

Are free updates included?

Yes - all updates are free and included! I'll be sure to let you know of any updates too.

How will I know how to use the template?

The template includes a page dedicated to setup that explains (with walkthrough videos) how to get the most value from the template.

Can I share this with other people?

No. This is for individual license only. Looking to purchase for a team or a large number of people? Send me a message and I can offer a discount bulk bundle.

Want to get in touch?

Shoot me a message on Twitter.

Happy to answer any questions you have!