There comes a moment in every adult’s life where you realize something important:
your brain has officially stopped keeping track of people.

Not in the dramatic “Who am I? Where am I?” way. More like: “I’ve known this client for 8 months and still forget if it’s two ‘n’s or one in their name. And as someone who works with clients, meets new people often, and occasionally tries to maintain friendships, I eventually reached the breaking point. So I started building something I wish existed:

A Personal & Solo-Business CRM — the relationship sidekick for humans with overworked brains.

Not a corporate tool.
Not a sales pipeline monster.
Not something your manager forces you to use.

Just a clean, friendly tool that helps you remember people, improve connections, and stop looking like a goldfish with a smartphone.

Let’s talk about it.

Why Create Yet Another CRM?

Because the others are built for:

• teams with 40 sales reps,

• dashboards full of anxiety,

• terminology like “Forecast” and “Quarterly Alignment,”

• and onboarding flows that feel like university courses.

Meanwhile, I just want something that helps me remember:

• who someone is

• what they like

• when I last talked to them

• what I promised

• and what’s coming up next

The existing CRMs were overkill — bloated, overwhelming, and aggressively unsexy.
It’s like trying to fry an egg with a flamethrower.

I wanted a CRM that felt like a helpful assistant, not a spreadsheet in a suit.

So I’m building one.

The Mission (In Human Words)

To build a tool that helps you:

• Strengthen relationships without stress

• Be thoughtful without effort

• Keep your business pipeline tidy without drowning

• Stay connected with the people you like

• Stop forgetting birthdays, anniversaries, and important dates

• Actually follow through on promises

A CRM that makes you feel organized, not judged.

Meet the Feature Set (AKA the fun stuff)

Let’s walk through what this CRM actually does — with personality.

👥 The “People” Page — Your Personal Universe of Humans

Think of this as your digital Rolodex.
But not the old-school, dusty kind your grandparents had.
This is a clean, organized, delightful list of:

• Clients

• Leads

• Friends

• Family

• Smart people you met once and want to remember

• That one guy who gave you a business card in 2018

Each contact card includes:

• Name

• Profile photo

• Tags like “Friend,” “VIP,” “Client,” “Gym Buddy,” or “Guy with Corgi”

• Last contact date

• Next reminder

• Quick view of company or relationship type

Searchable. Filterable. Instant.
No drama.

👤 Contact Profile — Your Superpower Page

This is the page.
The page that makes you feel like you suddenly developed an incredible memory.

Each contact has their own personal hub featuring:

1. Snapshot Info

• Who they are

• Relationship type

• Tags

• Company (if relevant)

• Contact details

• Time zone (because calling someone at 2AM is rude)

2. “About Them” Summary

Write what you know about them:

• “Met at conference.”

• “Loves minimal design.”

• “Hates email. Prefers WhatsApp.”

• “Allergic to nuts.”

• “Always running late, bless them.”

3. Likes & Dislikes (the fun section)

This section is criminally underrated in most CRMs.
Record:

• favorite foods

• hobbies

• pet names

• TV shows they like

• coffee preferences

• things they dislike

• things they hate (these matter)

4. Important Dates

Everything your brain drops:

• Birthdays

• Anniversaries

• Client contract renewal dates

• “Met on this day”

• “Project started”

• “Project ended”

Never forget these again.

5. Interaction Timeline

A chronological history of your conversations:

• calls

• meetings

• texts

• project updates

• emails

• coffees

• “ran into them at the mall”

Each interaction logs:

• date

• type

• summary

• attachments (later)

• linked tasks

This alone is life-changing.

6. Tasks Related to This Person

If you owe them something (or they owe you something), it lives here.

🗓 Today Dashboard — Your Daily Command Center

This page cares about only one thing:
what matters today.

It shows:

• Today’s tasks

• Today’s reminders

• Upcoming important dates

• People to reconnect with

• Recently added contacts

• Recent interactions

It’s like your personal morning briefing, minus the military vibes.

“You have two follow-ups, one birthday coming, and you haven’t talked to Alex in 90 days. Just FYI.”

🧠 Interaction Logging (AKA Relationship Notes)

This is where the magic happens.
After every call, meeting, or message, you can quickly record:

• what you discussed

• what they liked or disliked

• next steps

• emotional vibe

• new facts about them

• anything you don’t want to forget

Example:

“Had a call. Wants a redesign. Knows someone who could be a good lead. Corgi’s name is Muffin.”

Future You will genuinely love Past You for doing this.

📋 Tasks & Reminders — But Not the Stressful Kind

Most task apps scream at you.
This one gently taps you on the shoulder.

Tasks can include:

• Follow-ups

• Check-ins

• Client deliverables

• Prep for meetings

• Personal reminders

• Gift reminders

• Admin stuff you keep forgetting

Every task links to a person (optional), so nothing falls into the void.

You also get:

• priorities

• due dates

• recurring reminders (like “check in every 90 days”)

• task categories

• a clean task list page

• friendly notifications (eventually)

📆 Calendar — A Chill View of Your Life

The calendar doesn’t try to be Google Calendar.
It’s more laid back.

Shows:

• birthdays

• anniversaries

• contract renewal dates

• task deadlines

• follow-up dates

• meetings (if logged manually)

It’s for awareness, not pressure.

🏷 Tags — Your Secret Organizing Weapon

Tags let you group people however you want:

• “VIP Clients”

• “Friends”

• “Leads”

• “Family”

• “Gym”

• “Networking 2024”

• “Potential Projects”

Filter contacts instantly without thinking too hard.

🔎 Search — Find Anyone, Instantly

Type anything:

• names

• companies

• tags

• notes

• keywords

Boom — found.

📱 Mobile-First Experience

Even though it's a web app, it’s designed like a mobile app:

• Bottom navigation

• Big tap areas

• Quick swipe-friendly UI

• PWA support

• Offline shell (later)

• Stupidly fast interaction system

You can use it anywhere: between meetings, in Ubers, at the gym, during awkward conversations when you need to “check something real quick.”

💡 Bonus Future Features (Because Why Not)

• AI summary of interactions

• AI “relationship health” suggestions

• Potential lead suggestions

• Import/export from phone contacts

• Email integration

• WhatsApp quick actions

• Quick voice notes

Not today. But eventually?
Oh absolutely.

Why This CRM Matters

This CRM isn’t about sales.
It’s about connection.

It helps you:

• remember people

• communicate better

• follow through

• build trust

• maintain relationships

• avoid embarrassing “who are you again?” moments

It’s a human tool for a human life.

And honestly?
It’s the tool I wish I had five years ago.

So I’m building it now.