Notion Personal CRM (Free Template)

Master Your Relationships with a Notion Personal CRM.

Learn how to create and utilize a customizable Notion Personal CRM to efficiently manage and track your personal and professional relationships. This system allows you to store and organize contact details, interactions, notes, and reminders. Discover features like automated communication reminders, task tracking, AI-assisted information retrieval, and event planning. This video demonstrates setting up contacts, using tags, updating communication logs, and integrating data into calendar views. Perfect for networking, job searching, and staying connected with friends, family, and business associates.

00:00 Introduction to Notion Personal CRM
00:23 Setting Up Communication Frequency
00:51 Tracking Important Information
01:28 Using Notion AI for Quick Information
01:46 Mobile Access and Calendar Views
02:50 Creating and Managing Contacts
04:40 Adding Notes and Tasks
06:25 Event Planning and Management
07:28 Advanced Views and Conclusion

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[NeilHickey]

Just downloaded this and viewed the demo/tutorial. One question I have is do you have any tips, etc. for importing existing contacts from Google, LinkedIn, etc.? I am particularly interested in ways to avoid duplication since different sources contain different data (pretty sure I have to reconcile that outside Notion), as well as make sure I am understanding column matching (e.g. if the Notion DB is in the order "Name, Address, Phone", then the import data needs to be the same), etc. Thanks!