Profile PictureTony David

Notion Personal CRM

15 ratings

Notion Personal CRM—Simplify Contact Management

The Notion Personal CRM Template streamlines contact management to help you build better relationships. It replaces messy spreadsheets with a cleaner, more efficient approach.


  1. Store contact information, including names, phone numbers, email addresses, social media profiles, birthdays, anniversaries, and more.
  2. Group contacts based on different criteria, such as industry, location, or relationship status.
  3. Automatic calculation of next birthday date based on entered birthdate.
  4. Automatic appearance of contact's name in the dashboard birthdays section if the next birthday is within the next 30 days.
  5. Ability to enter a person’s wedding anniversary in the anniversary property.
  6. Set reminders with messages using the Reminder property.
  7. Automatic calculation of the follow-up date based on the frequency and last contact date.
  8. Ability to log all interactions with each contact in the Interactions database.
  9. View interaction entries for a specific person on their page in the People database.
  10. Save notes about a person on their page in the Notes database.

If you're ready to take your networking game to the next level, try the Notion Personal CRM Template today.

Does this work on the free version of Notion?
Yes. If you don't have a notion account, you can create a free account Here.

Any other questions?

You can reach me at or contact me on Twitter @tonydavidz

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Notion Personal CRM Template

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Notion Personal CRM

15 ratings
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