OptiOpp Personal CRM

A system where you can store and organize information about your contacts, including their details, the nature of your relationship, interactions, and any other notes or reminders. It’s an invaluable tool for networking, job searching, or simply staying in touch.
About this template

Keep connected with friends, family, and business connections using the communication feature. Simply set how often you want to speak with people and Notion will tell you how long its been since you’ve spoke to people and show overdue communication. Hit the communicated button to reset the next time you should contact with them.

Track important information such as birthdays, notes about individuals, groups they’re apart of, social media accounts, job titles, and more.

Need to find information fast? Ask Notion Q&A AI to find information for you.

You can also download the Notion mobile app to access your data on the go. When on mobile, you can click on phone numbers or emails to communicate fast.

Utilize Calendars and Notion calendar to combine your personal CRM data with everything else going on in your life.

Create notes and summarize them with Notion AI so you never forget important details about people in your life.

Categories
About this creator

More by Benjamin Taylor

Browse 10 templates

More like this

Powered by Fruition