Anybody using this approach to manage contacts? How?
Greetings,
I'm using AirTable for my contacts management.
You can think of it as a simple CRM.
Since I'm working to keep things the most simple as possible, I'm wondering how I could do the same with simple text notes.
My light CRM is not just a list of names, but I also put:
- location
- job
- company
- projects we have done together
This way if I'm looking, say, for a journalist, I simply click on the "journalist" category and I get all my contacts related to journalism.
The same with location when I move to other cities and want to network with someone.
Something like this.
I fear that if I use a simple text note I lose such feature.
Any tips?
BTW: the same for the academic papers I find on the Web... ;-)
Post edited by IvanFerrero on
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Comments
A Zettelkasten isn't really designed to be a substitute for a CRM. There are some robust CRM programs out there and programs that are not designed to be a CRM but can handle the load handily, such as Notion. Zettelkasten is designed to hold reference material, link thoughts, look for new ideas, etc.