Personal CRM

Track personal contacts and be proactive about building relationships.

このテンプレートについて

Be intentional and proactive about connecting with people and building relationships by keeping track of who's who and prompting yourself to take action.

このクリエイターについて

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評価とレビュー

4.85

9件の評価に基づいています

Just a start

This has been helpful as a start of my organization journey. I want to get better at making key touchpoints with people in my life and business, this is a good way to blend both into one place.

Adriana Fitch、2025年2月20日

Great template, dove right in

I immediately got started, excellent starting point!

Robert Huey、2024年12月25日