Friends & Family

Never miss a birthday again with our personal relationships tracker.
With this template, you can keep on top of all your personal relationships. 
Store all your contact data in one place, including custom fields for thoughtful information like birthdays, names of pets, and more.

Keep up-to-date notes from interactions and set reminders to follow-up when you need to.
For holidays and special events, display your contact information in a gift tracker, so that you don’t miss on any detail.
Custom fields included:
  • Relationship type (Family, Inner circle, Close, Acquaintance)
  • Specific diet (NA, Vegetarian, Vegan, Pescatarian, Gluten Free, Lactose Intolerant)
  • Pet name
  • Remarkable event
  • Greeting status (Preparing, To be sent, Sent)
  • Spouse
  • Children

Views included
  • List of friends (table view)
  • List of family (table view)
  • Greeting tracker (pipeline view)
Recommended integrations
Google Contacts
Google Contacts
Google Calendar
Google Calendar