Personal CRM

Personal CRM Template

Grow your network and stay in touch with friends and family with this personal CRM template. Don’t rely on just memory to stay in touch with others. Use a concrete system for keeping up with meetings, calls, and contact information. No matter what your profession is, you can cultivate and improve your connections by using a clear system to reach out to the people who matter most.

How to use:

• List names of your contacts
• Use a colored label to tag each contact
• Include essential information in the table
• Select the date and time of your last catchup
• Add emails, phone numbers, addresses, and social media
• Use checkboxes to indicate whether or not you’ve reached out