Do you wish to be a well-networked person that can eventually facilitate connections between other people, or are you just focusing on your most important contacts? It’s tough to assess your network’s value, though, because nothing comes out of most ties, whereas others might lead you to a perfect job/investment/dating opportunity. It all boils down to your networking philosophy and your intentions. If that’s too much effort, the solution is to filter who you want to add.
Still, adding new contacts sometimes takes a while, not just because of the CRM but also because of researching a person you met, looking at their website or social media profiles, and following up. I usually take a few minutes to note down conversations, so it’s not a huge burden. Related to that question is how much time one should spend maintaining the CRM relative to its utility. However, as I had to admit, I’m still trying to figure out the value, and I’m collecting some data on the hunch that it may be useful in the future without clearly knowing why.
#Contacts journal crm alternative professional#
I’ve had a few situations in my personal and professional life where it was beneficial to access a record of a previous conversation or activity to make it easier to follow up where we left off. The first and very valid question was about the specific value that I’m getting out of using the system. I skipped over the gifts section, but a curious participant had noticed it in the screencast, so I explained later that it allows you to keep track of gifts given and received, which kind of sold the system to her immediately!Ī discussion followed the presentation, where different participants of the session asked questions. On the other hand, the third group is either worried about the friction of introducing additional digital tools into their workflow or hasn’t found the right one yet.Īfter collecting these additional thoughts from the audience, I gave a demo of Monica, covering the following: dashboard, tagging contacts, profile view, the stay-in-touch feature (which I don’t use yet, but that allows you to get periodic reminders to check in with a person), activities including tagging multiple people (which is the feature I use most) and activity reports, the journal view, and, finally, all how you can customize the CRM and that you can access your data through an API and WebDAV. Members of the second group heavily rely on Roam’s templates, bidirectional linking to connect people with concepts like places and topics, and daily notes to have a journal of conversations.
#Contacts journal crm alternative software#
There was also a third group that doesn’t use any software and tries to keep it all in their head. One group uses specialized tools like I’m using Monica (and someone in the chat mentioned clay.earth as an alternative), and a second group employs more general tools like Roam, Notion or Airtable.
To that initial question, there were around three groups. After posting a little write-up about my experience hosting the event, I want to follow up with a written summary of the discussion. “What are the Personal CRM setups that different people use to make sense of their contacts?” That was the question that kicked off my Personal CRM meetup last Tuesday.
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