Roam Research Docs · Help & user documentation

Personal CRM

Community Videos::

Roam: The Best Personal CRM Ever by Nat Eliason

• {{video: https://www.youtube.com/watch?v=cRDgrdlfYdE&ab_channel=NatEliason}}
  #Page References | #Sidebar | #Linked References | #Attributes

Mini CRM in Roam Research: Logging Meeting Notes by R.J. Nestor

• {{video: https://www.youtube.com/watch?v=CnakhkONQ_g&ab_channel=R.J.Nestor}}
  #Page References | #Sidebar | #Daily Notes | #Tags | #Indentation | #Linked References | #Filter | #Attributes

Articles::

Using Roam Research as a Customer Relationship Manager by Josh Ginter

• #Page References | #Attributes | #Templates | #Daily Notes #Current time | #Task Management | #Calculator | #Pomodoro timer | #Kanban

Use Roam Research as a Personal CRM - Nicolo S's pro tip about Roam Research | YourStack by Nicolo S

• #Attributes | #Page References

Roam Research: Why I Love It and How I Use It by Nat Eliason

• #Attributes | #Page References | #Linked References

markdown version · view in Roam Research · exported 2026-07-03