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Personal CRM Relationship Tracker

Professional and personal relationships fade because there's no system for remembering to follow up.

Flags for contacts you haven't reached out to in a while mean relationships stay warm instead of quietly fading.

Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.

Personal CRM Relationship Tracker cover, DaveWays
Secure checkout by PaddleInstant digital delivery30-day money-back guaranteeOne-time payment
Format
Excel / Google Sheets (.xlsx)
Price
$14.99 USD
Category
Productivity

Detailed Description

Relationships rarely end on purpose. They fade because nothing prompts you to reach out before too much time has quietly passed, and by the time you notice, it feels awkward to restart.

This spreadsheet lets you set a personal contact-frequency goal for each person in your life, closer relationships might be a month, more distant ones six. Update the Last Contact Date whenever you actually reach out, and the sheet calculates months since last contact and flags anyone overdue based on your own goal for that relationship, so nothing fades without you noticing.

A note from DaveWays

We built this after noticing relationships don't fail from a lack of caring, they fail from a lack of a system. A flag that says "it's been a while" is often all it takes to send one message.

— DaveWays

Benefits

Never let a relationship fade silently

The sheet flags anyone overdue based on your own goal, not a generic reminder.

Frequency goals tailored per relationship

Set a different cadence for close friends, distant family, and professional contacts.

See who's overdue at a glance

Review the Follow-Up Needed column weekly or monthly instead of relying on memory.

Digital file contents

Best Fit

Questions before checkout

How many contacts can I track?

The sheet isn't capped; add as many contacts as you want to stay in touch with.

Does it sync with my phone contacts?

No, it's a standalone spreadsheet you update manually as you reach out.

Can I set different frequency goals for different people?

Yes, set your own goal per contact, for example 1 month for close relationships and 6 months for distant ones.

Upgrade & save

Want the rest of the set? The Productivity Complete Bundle includes this product plus every other Productivity tool, for less than the price of buying them apart.

Try it free first

Personal CRM Relationship Tracker (Free Preview)download a condensed version free, no purchase required, to see if it's a fit before you buy.

Before you buy

Personal CRM Relationship Tracker is $14.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.