Version: 20240511-0948
Connex is a very simple personal CRM system, which is minimal and used to help make contexts with the contacts you have and a very simple approach for allow you to be made aware when you should reach out to the contact again. This simple approach can be extended easily to match your needs.
If you want to start adding new contacts to the Connex DB, you can do by clicking this button:
<aside> <img src="/icons/book-closed_gray.svg" alt="/icons/book-closed_gray.svg" width="40px" /> Contents
</aside>
This area is the documentation and the database used for this simple CRM approach, you can simply place this page where you want in your Notion set-up and you can use the Blocks below to past into the area you use as your main entry point into Notion, so that you can see what get’s bubbled up
The below blocks are sync blocks which you can copy and past on any page in your Notion space.
This block enables you to see which contact you should think about contacting again, this is using the formula and the filed “Bubble Up” if you want to adjust when contacts filter into this view.
<aside> <img src="/icons/report_gray.svg" alt="/icons/report_gray.svg" width="40px" /> Reminder - People to contact
</aside>
This block enable you to embed into any page for quickly adding new contacts to the “Connex DB”
<aside> <img src="/icons/user_gray.svg" alt="/icons/user_gray.svg" width="40px" /> Actions
</aside>