Contact Management
A simple, powerful CRM inside Notion. Track every relationship, follow up on time, and keep context all in one place.
What is Contact Management?
Contact Management is a lightweight relationship system for entrepreneurs, creators, and small teams. It centralizes contacts, notes, follow‑ups, birthdays, and meetings so you can build stronger networks without complex tools.
Who it's for
- Entrepreneurs and small business owners who work through relationships
- Sales, partnerships, and BD folks managing pipelines and touchpoints
- Community builders and networkers who meet lots of people
- Anyone who wants a calm, practical CRM that actually gets used
Key features
- Daily "Today" view for meetings, follow‑ups, and birthdays
- Smart contact types: Clients, Partners, Community, Friends, Family, and more
- Follow‑up cadence tracking so nothing slips through the cracks
- Notes on every contact with quick capture and links
- Multiple views for Meetings, Follow‑ups, Birthdays, and Recently Active
- Clean properties you can customize to your workflow
What's inside
- Contacts: unified database with helpful defaults and templates
- Today: see who to contact and what’s scheduled now
- Meetings: upcoming and past meetings with quick notes
- Follow‑ups: date‑driven queue that keeps momentum
- Birthdays: simple reminders to reach out meaningfully
- Notes: keep context by person, meeting, or initiative
- Segments: views by Clients, Partners, Community, Friends
- Imports: start fast by pasting or CSV import
- Templates: 7 contact types for quick setup
- Dashboards: Today, Meetings, Follow‑ups, Birthdays
How it works
- Duplicate the template from the Marketplace page
- Add or import your contacts
- Tag by relationship and set a follow‑up cadence
- Use Today to plan outreach and prep meetings
- Log quick notes after every interaction to keep context alive
Price
- One‑time purchase: $9.99
- Lifetime updates included
- Single‑user license for personal or business use
14‑day money‑back guarantee
- Try the template risk‑free for 14 days
- If it’s not a fit, get a full refund
- No questions asked
FAQs
- How do follow‑ups work?
- Can I customize properties and views?
- Does it work for personal and business?
- Does it support mobile?
Use the Follow‑up date to schedule the next touchpoint. The Today and Follow‑ups views surface who needs attention each day.
Yes. Everything is editable so you can adapt it to your workflow.
Absolutely. Keep everything in one place, filter by context.
Yes. Views are mobile‑friendly for quick capture and reviews.