Personal Relationship Manager
About this template
- Comprehensive Relationship Management: Keep track of all your relationships with ease using a powerful personal relationship manager. - Categorized Contacts: Organize contacts into categories such as best friend, friend, family, and colleague for easy segmentation and management. - Profession Management: Assign contacts to their respective professions, allowing for efficient organization and communication. - Occasion-based Greetings: Schedule greetings for special occasions to stay connected with your network, ensuring meaningful interactions and maintaining relationships. - Meeting Organization: Plan and track meetings with agenda, date, time, status, attendees, and end notes, keeping you organized and prepared for productive as well as casual discussions. - Dynamic Filtering: Filter contacts and meetings by categories, professions, dates, and other parameters to quickly find the information you need. - Visual Meeting Overview: View today's, tomorrow's, and next 2 months' meetings in the all meetings section, with next month's meetings separated for easy planning. - Recent Meetings Recap: Stay updated with a recap of recent meetings, including agenda, attendees, date, time, and end notes, keeping you informed and engaged. - User-Friendly Interface: Navigate effortlessly through the tool with a user-friendly interface, supported by a dedicated help section for any questions or confusion.
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