OptiOpp Personal CRM
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.
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More by Benjamin Taylor
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Step 1
Create your Free Notis account.
Step 2
Duplicate this template in your Notion workspace.
Step 3
Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.