Personal CRM

Track personal contacts and be proactive about building relationships.

About this template

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

About this creator

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Ratings & Reviews

4.85

Based on 9 ratings

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 · Feb 20, 2025

Great template, dove right in

I immediately got started, excellent starting point!

Robert Huey · Dec 25, 2024