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Productivity

Personal CRM

For people who want to nurture friendships and professional contacts. Keep notes about each person and get nudged when it has been too long.

Mobile appStandard
Use this template

Free to sign up. You approve the plan before anything is built.

Personal CRM: the Upcoming screen

How it works

  1. Personal CRM: the Grace Liu screen

    Step 1 · Grace Liu

    Contact profiles with notes and birthdays

  2. Personal CRM: the Grace Liu screen

    Step 2 · Grace Liu

    Stay-in-touch cadence per person

  3. Personal CRM: the Grace Liu screen

    Step 3 · Grace Liu

    Log calls, meetings and messages

  4. Personal CRM: the Upcoming screen

    Step 4 · Upcoming

    Upcoming birthdays and follow-ups

  5. Personal CRM: the People screen

    Step 5 · People

    Tags such as family or mentors

Start in three steps

  1. Step 1

    Start from this template

    Sign up free and open the template in the studio. Change the description to fit your idea if you like.

  2. Step 2

    Approve the plan

    The agent shows you what it will build: screens, data and features. Nothing is built until you agree.

  3. Step 3

    Test and publish

    The app is built, tested in a real browser and ready to publish on your own address.

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