As part of his long article on Roam, Nat Eliason has written a section on how to use Roam as a personal CRM – www.nateliason.com/blog/roam#crm.
RJ Nestor in the Twitter thread below provides a good introduction to creating a personal CRM in Roam.
The case for building your CRM in @RoamResearch. Here are three reasons, with examples, for why I moved my CRM from Notion to Roam. 1/
— R.J. Nestor (@rjnestor) May 4, 2020
Nat has also produced a short 3-minute video on using Roam as a personal CRM.
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