This personal CRM template makes it easier for you to communicate with your family, friends, colleagues, or clients. Never forget important phone numbers, emails, or social media accounts.

Personal CRM template

This personal CRM template makes it easier for you to communicate with your family, friends, colleagues, or clients. Never forget important phone numbers, emails, or social media accounts. Use one document to retrieve essential information. Keep track of dates and times for calls and emails, so you don’t fret over losing track of your correspondances. Use this template to stay connected to those who matter most.

How to use:

  • List your contacts’ names
  • Use checkboxes to indicate overdue correspondences
  • Include dates of last contact
  • Add their current location
  • Add phone numbers, emails, and social media accounts

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