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Track Birthdays and Gifts with Notion Relationship Tracker

How to use Notion

August 9, 2025

There is nothing that kills friendship better than forgetting significant dates or meetings. A missed coffee date or even an anniversary can break even the strongest relationships. In order to make it easy to foster your personal and professional relationships, I have created a complete Notion Relationship Tracker, a personal CRM that allows you to keep track of birthdays, events, interactions, and even budget your gift-giving, all in a single, beautiful Notion dashboard.

Why a Notion Relationship Tracker Can Save You from Missed Birthdays

Life is hectic and one may easily miss out on important dates and special occasions. This tracker is not just a contact list. It is an application which is real time and it tells you how your relationships are doing. It reminds you about birthdays and other events that are coming up and it informs you when to contact someone so that you do not miss an opportunity to contact them and to show that you care.

Notion Relationship Tracker dashboard overview

How the Notion Dashboard Is Set Up for Relationship Management

The dashboard is designed for ease of use and quick access to everything you need to maintain your relationships:

Top Section: Your full network, including friends, colleagues, clients, and family. You can toggle between views for people, companies, or detailed contact information.
Details View: Here, you’ll find comprehensive information about each contact like name, phone, email, address, and linked company.
Additional Contact Sections: Birthday tracker, social media accounts, personal notes, interactions, shared events, and past gifts you’ve given.
Right Summary Panel: A snapshot of your relationship health, including the number of contacts, events attended or missed, and overall activity.
Left Sidebar Navigation: Quick access to upcoming events, birthdays, and a quick action panel for adding and managing contacts, companies, and events.

Navigation and summary panel in Notion Relationship Tracker

How to Add People and Companies in Your Personal CRM Notion Template

Adding new contacts or companies is seamless:

Click the button to add a new company, enter its name, and it will appear under the company tab. Later, link people to these companies when adding contacts.
To add a new person, use the add people option in the sidebar. Enter details such as profile photo, email, phone, address, and birthday.
Once a birthday is entered, the tracker automatically calculates their age, next birthday, and how many days remain.
Link contacts to companies and add social media profiles like Instagram or LinkedIn by pasting the URLs. Clicking checkout on their profile takes you directly to their social media.

Adding a new contact in Notion Relationship Tracker

Track Important Events and Meetups with Your Notion Relationship Tracker

Events are at the heart of relationship building. Whether it’s a wedding, reunion, coffee catch-up, or casual meetup, tracking these in your Notion dashboard keeps you organized and proactive:

Add new events by entering the date and selecting involved contacts.
The system calculates how many days remain until the event.
Mark whether you have attended or plan to attend and assign a priority level.
Over time, the tracker offers insights into your attendance patterns, gently reminding you to stay engaged with important milestones.
Manage your full event list in the event tracker section, where you can archive outdated events.

Event tracker and adding new events in Notion

Gift Budget Management Made Simple

When events call for gifts, the integrated gift budget tracker takes the hassle out of budgeting and expense tracking:

Add gifts directly from the event page using the built-in add gift button.
The system auto-generates tracker names, saving you time on manual entries.
Set your budget, input costs, and describe the gift, and the tracker automatically calculates your remaining budget.

Birthday Tracker and Planner: Never Miss a Celebration

One of the most powerful features of this Notion Relationship Tracker is the birthday planner. It gives you a clear, at-a-glance view of upcoming birthdays so you can plan events and gifts well in advance:

See whose birthdays are coming up in the next days or weeks.
Decide whether to attend a birthday event or send a gift.
Automatically create a birthday event with all details pre-filled, including linked contacts and dates.
Add gifts directly from the birthday event page to keep your gifting organized.

Birthday planner section in Notion Relationship Tracker

How Relationship Notes in Notion Help You Stay Personal and Thoughtful

Building real connections is about remembering the small details. This tracker lets you jot down notes and insights about each interaction, making follow-ups and personalized communication easier:

Click new note to add observations, reactions, or follow-up reminders.
Notes can include anything from favorite foods to important life events.
Over time, these details help you understand people more deeply and show you care.

Adding personal notes and insights in Notion

Managing Individual Contact Profiles in Your Notion CRM

If you want to zoom in on a single contact, the dedicated dashboard view lets you manage all related information and actions in one place:

View detailed contact info, birthday tracker, social media links, notes, and events.
Perform quick actions like adding birthday events or gifts without leaving the page.
Stay organized and proactive in maintaining your personal and professional relationships.

Single contact detailed dashboard in Notion

Build Your Own Notion Relationship Tracker and CRM Setup

Notion Relationship Tracker is a basic CRM that will help you to keep in mind important dates, events, and gifts. It stores all your contacts and relationship details in one place and reminds you so that you can keep your relationships on track.

Ready to take control of your network and strengthen your relationships? Download the template and start building your own personal CRM inside Notion today. For more ways to optimize your Notion workspace, explore the Comprehensive Notion Resource Library and discover other powerful templates like the Relationship Tracker Template.

For beginners looking to master Notion, check out this Step-by-Step Guide to Using Notion and start creating a workspace that works for you.

Happy connecting!

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