What is an X DM CRM template?

It is a lightweight spreadsheet or database structure for tracking X/Twitter DM relationships, stages, priorities, follow-ups, and notes without connecting to your X account.

Can I import this into Notion, Airtable, or Google Sheets?

Yes. The generated template uses CSV-style columns and clear field names so you can paste or import it into Notion, Airtable, Google Sheets, or another CRM-style table.

Does this tool read my Twitter or X direct messages?

No. The tool is deterministic and runs from the settings you enter. It does not log in, connect to X, or read message content.

Free X DM productivity tool

X DM CRM Template

Build a copyable CRM table for X/Twitter DMs: pipeline stages, follow-up cadence, priority rules, note fields, daily capacity, and import notes for Notion, Airtable, or Sheets.

Sort today's inbox first Plan one follow-up

Template inputs

No login, no account connection, no private DM history.

Relationship type

Outreach goal

Pipeline stages

Daily DM capacity

threads

Follow-up cadence

Priority rulesNotes fields

Stages

Daily capacity

Cadence

CSV-style template

Sales / Book a call

"Contact","X Handle","Relationship Type","Outreach Goal","Stage","Priority","Last DM Date","Next Follow-Up Date","Follow-Up Cadence Days","Next Action","Last message summary","Personal context","Objection or blocker","Promised resource","Next message draft","Owner","Status"
"Example Contact","@example","Sales","Book a call","New DM","High","","","5","Ask for one specific call window","","","","","","","Active"
"","","Sales","Book a call","Qualified","High","","","5","Move thread to Qualified","","","","","","","Template row"
"","","Sales","Book a call","Replied","Medium","","","5","Move thread to Replied","","","","","","","Template row"
"","","Sales","Book a call","Follow-up due","Medium","","","5","Move thread to Follow-up due","","","","","","","Template row"
"","","Sales","Book a call","Waiting","Medium","","","5","Move thread to Waiting","","","","","","","Template row"
"","","Sales","Book a call","Won","Low","","","5","Move thread to Won","","","","","","","Template row"
"","","Sales","Book a call","Closed","Low","","","5","Move thread to Closed","","","","","","","Template row"

Follow-up rules

High priority: review daily and follow up every 3 days.

Medium priority: review during the follow-up block every 5 days.

Low priority: batch once weekly or close after one polite follow-up.

Never follow up without a new reason, resource, question, or deadline.

Daily checklist

Reply to 12 high-priority threads first.

Process 9 due follow-ups before opening the timeline.

Triage 4 new DMs into a real stage or close them.

Update last DM date, next follow-up date, and next action.

Leave DMX only after the active DM queue has a next action.

Run the CRM from a calmer inbox.

DMX keeps X DMs and notifications available in a native macOS app, so the CRM stays about conversations instead of scrolling.

Related free tool

Twitter DM Follow-Up Planner

Turn one CRM row into a follow-up date, priority, message, and send checklist.

Related free tool

Timeline Time Saved Calculator

Estimate the time your CRM workflow saves when DMs stay out of the timeline.

Related guide

Twitter DM Manager Without the Timeline

Use the inbox, CRM, and follow-up system without making the timeline the default workspace.

Import notes

Notion: create a table database, paste the CSV, then convert Stage and Priority to select properties.

Airtable: import as CSV, make X Handle the primary visible field, and add a filtered view for Follow-up due.

Google Sheets: paste into A1, freeze the header row, and filter by Stage, Priority, and Next Follow-Up Date.

Any CRM: keep the exact stage names and map Notes fields to custom text fields.