Templates, Dashboards

Free Notion Template: Personal CRM With Follow Up Dates

Sarah Brennan ·

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🎯 Track Relationships

Keep track of professional and personal relationships with this minimal CRM template for Notion. Included in this template are several unique properties, two database views, and a Formula to determine the next follow up date from the last contact made.

How The Template Works

  • Top: linked database to Professional CRM to track the status of a relationship (lead, proposal, consultation, etc)

  • Middle: the Professional CRM to track business relationships, contact and company info, follow up dates, and more.

  • Bottom: the Personal CRM to track personal relationships including close friends, family, and new friends.

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The Follow Up Formula

After determining the Follow Up Interval, this formula will add the interval in days to the Last Contacted date.

Professional CRM formula (This follow up FORMULA skips weekends)

if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 6, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 2, "days"), if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 0, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 1, "days"), dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")))

Personal CRM formula

dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")

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The personal CRM is beneficial for the quarantined Notion user to keep track of relationships and communication. It can be hard to keep up these days.

Copy The Notion Template

 

Further Reading

Notion Articles
Zettelkasten In Notion And How I Use Its Principles

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I Made A Crayola Crayon Wiki In Notion

Yes, I am bored. Quarantine has been testing me but there’s nothing like making a fun wiki in Notion to pass the time. Let me show you how I used the “/link to database” function to organize every Crayola crayon by color. I also used my iPad to doodle headers of which I proceeded to drag-and-drop into my workspace with ease.

Rose Garden: I Modified The Forest App In Notion

The following is an example of how one can create a robust task management system with checkboxes and formulas in Notion. This is especially useful for visualizing the input/output of tasks in a fun way. I use Gallery, List and Table database views.

My Minimal Student Planner Template

This planner is intended for those seeking a student planner in Notion with deadline management and progress tracking. It's a minimal approach to student life organizing which includes a calendar view, progress view and status bar view.