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Ask HN: Some sort of personal CRM?

5 points by canadianwriter ↗ HN
I have horrible memory problems and some sort of personal CRM may be able to help.

I have Google Contacts and the like but I'm more looking for a system where I can look up a name and see how I met them, other info I know about them, etc.

Something private would be best - maybe even self hosted.

A tag system would help I think.

Any ideas?

8 comments

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Stanleyc23
a while back I read about someone using such a system to stay in touch with contacts in their professional network. I forget the particulars, but basically he bucketed people he wanted to stay in touch with into (I think) weekly, monthly, quarterly buckets with max numbers of people per bucket and reached out to them at those respective intervals as a spreadsheet.

I think a mix of calendar, multi-channel communication monitoring system to keep track of people I keep in touch with packaged into a "daily task list" interface would be highly valuable for making sure I don't forget to keep in touch with important people in my network.

projectramo
I have also been interested in such a tool, although somewhere -- I can't recall exactly -- I think someone suggested using regular CRM tools like Contactually.
chalff22
We just launched: https://personalcrm.followup.cc

It's chrome extension that adds a sidebar to your Gmail to help you manage your relationships.

We import your Google Contacts, so that might be helpful for your case. Its a one way only sync right now (we just pull in contacts), but we'll be release 2 way sync with Google Contacts in the future.

You can then set reminders to followup, add notes to contacts (like how you met, relationship significance, etc.), group by tags, and schedule events with them from your inbox.

Another feature that we're releasing this week is Contact FollowUp reminders. You pick an interval for how often you want to communicate with contact (bi-weekly, 1 month, quarterly, 6 months) then get reminded to reachout ONLY if there hasn't been communication between you two.

And, because this is hacker news. Our stack consists of React, Rails, and some Go all hosted on Google Cloud.