How we use a Private Family CRM?

Using a private family CRM has been a game-changer for us in terms of managing our family life.
Jerzy Rajkow, Gosia Rajkow 2 min read
How we use a Private Family CRM?
Photo by Jan Kahánek / Unsplash

In this podcast, we discussed how we use a private family CRM to manage our family life. As busy parents, we found it increasingly challenging to keep track of all the necessary information related to our family, such as important documents, contacts, health information, and education records. To solve this problem, we created a family CRM using Obsidian, a bidirectional note-taking application that allows us to interconnect notes and easily search for specific information.

One of the primary reasons why we chose Obsidian as our family CRM is its plain text note-taking format, which ensures the future accessibility of our notes. We also appreciate its bidirectional linking functionality, which allows us to connect different notes and create a comprehensive database of information that is easy to navigate. Additionally, Obsidian is free to use and can be synced across multiple devices using cloud storage services like Dropbox.

Co-operation and sharing contacts

As we started using our family CRM, we split up some family duties and shared access to the database. This allowed us to transfer projects between each other and work more efficiently as a team. We also created different categories of contacts within the CRM, including companies, people, roles, things, and ideas. By using bidirectional links between these categories, we can quickly find all the contacts related to a specific company or person.

One of the most significant advantages of using a private family CRM is that it helps us save time and money by providing us with access to valuable information and contacts. For example, we have access to the best plumbers in our area and know which ones are most reliable based on our experience. We also maintain important health information about our children in the CRM, such as allergies and medication history.

Learning curve

Although it took some time for Gosia to adjust to using Obsidian as a family CRM, she eventually found it very useful in keeping track of all our family information in one place. Initially, it took her about six months to get accustomed to using the application, but now she finds it much easier to use and recommends it to others.

Overall, using a private family CRM has been a game-changer for us in terms of managing our family life. It has allowed us to keep all our important information in one place and easily share it between family members. We highly recommend using a similar system if you have a partner or a group of people that you work with on various projects. By creating a family CRM, you can save time, stay organized, and ensure that all your important information is easily accessible when you need it.

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