Roam CRM turns your graph into a Relationship Management tool. Inspired by Sivers, and David Rockefeller's collection of 200,000 index cards, Roam CRM keeps people and dates important to you top of mind.
NOTE
There are certain tags and templates that Roam CRM relies on; Tags:: #people and #Agenda are the most vital. While these are not currently customizable they may be in the future.
Roam CRM is built on top of several Roam extensions. Please install them on Roam Depot:
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Google by David Vargas
- Install Google extension from Roam Depot
- Add your google accounts by following the extension's README
- You can now automatically pull events into Daily Note
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Workbench by David Vargas
- Install Workbench extension and enable the
Attribute Selectfeature - Navigate to the newly created page in your graph
[[roam/js/attribute-select]] - Add the attribute
Contact Frequency - Add these five options
#[[A List]]: Contact every two weeks#[[B List]]: Contact every two months#[[C List]]: Contact every six months#[[D List]]: Contact once a year#[[F List]]: Never contact
- This is for convenience when switching a person's contact frequency. These durations are customizable in the Roam CRM settings.
- Install Workbench extension and enable the
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Query Builder by David Vargas
- Install Query Builder extension
- Import Call Rollup Queries from
Inefficient leaders waste a lot of time reaching out about or responding to one-off issues in real time. A much more efficient method is to batch your issues and discuss them all at once.
- Make a block anywhere that has as persons name
[[Bill Gates]]and a hashtag#Agenda - Roam CRM will automatically nest a block ref on Bill's page under an agenda attribute
- Use a hashtag to have the extension hide the name in the Agenda, e.g.
#[[Bill Gates]] - Next time you talk, you'll remember everything you wanted to tell Bill
- Roam CRM creates metadata for each
Tags::#peoplepage inspired by Matt Mochary. This metadata and its structure is important, without this structure Roam CRM will not work. - Each person page must have metadata that looks like this. You can use the Person Metadata Template button in the Roam CRM settings to import a quick Roam template for this metadata structure
- At the bare minimum a person must have this metadata for it to be recoginzed by Roam CRM
Set contact frequency reminders for each person. This can be customized in the settings. A modal will pop up reminding you to contact them.
#[[A List]]: Contact every two weeks#[[B List]]: Contact every two months#[[C List]]: Contact every six months#[[D List]]: Contact once a year#[[F List]]: Never contact
Within the modal you can type a quick message to each person to stay in flow. This message will be nested on their page for future reference.
- Birthday reminders happen 14 days before, and on day of. They remind you that 'Bill Gates turned 46 today.' A and B listers birthday reminders show up in the modal 14 & 7 days before as well as on the day of.
- C and B lister birthdays only show up on the day-of as a block ref on the DNP
- Roam CRM adds quality of life hotkeys for interacting with the right sidebar
- Configure hotkeys in settings