The Personal CRM
How business people manage relationships
Most professions have CRMs. Salespeople have Salesforce. Marketers have Hubspot. Business people have... spreadsheets? Relationships power our professional lives, yet we don’t have an easy way to manage them. That’s where we come in.
We make navigating your network easy. Come back to contacts later and find them by location, event, profession, or any other tag you set.
More context means deeper, more meaningful relationships. Always know how you met, the last time you spoke, and the other important details that build relationships.
It’s easy to forget to follow up when you’re juggling dozens of conversations. Action everything so you can focus on the immediate tasks at hand.
On average we spend 3-4 hours in email each day. So instead of forcing a new workflow, we adapt to yours. Now you can plan ahead, manage your network, and execute from the place we all spend so much of our time.
Reminders are the easiest way never to drop the ball. Use them to follow up with contacts, conversations, or tasks related to them with the click of a button. Your reminder will trigger as an email at the top of your inbox.
Your time is valuable - don’t waste it bouncing around from your email to your calendar. Easily schedule calendar events with contacts or entire email threads, they’ll auto sync with your calendar.
Knowing what’s next keeps you in control. We show you the reminders and events that are coming up so you can stay ahead of the game. Edit them directly from the upcoming view to account for quick changes to your day.
We give you notes where you need them most. Log calls, meetings, and conversations as they happen then view them when you interact with the contact in the future. We offer multiple notes per contact and record the exact date of creation.
Google contacts are poorly integrated. Instead of leaving your Gmail to edit contacts, we enable you to quickly make changes then and there, saving you time and keeping you focused.
Create and apply tags to sort through your network like never before. View everyone under a tag then email the group then and there. You can select specific contacts from a tag to send a more targeted message.
We show you everything you need to know about your relationships. View your contact’s company, title, phone number, website, address, and more at a moment’s glance, so you are always in the know.