Personal CRM

Question

I want to keep contact with former coworkers. However, I am really bad with this and need some tools. Tried to keep contact details and when i last contacted people in my notes, but this did not work. Came across https://www.monicahq.com/ which looks okay, but I do not like it that much.Other than that, i could only find professional CRMs with too much features.Any suggestions here?

sid_synctium · Accepted Answer

Hey I'm in the process of building something similiar - synctium.com Do you mind telling me what you didn't like about Monica?

eternityforest · Answer

I do nearly everything with text notes.If I need to record it, it goes in an unstructured text file in Keep, if I want to see it, I have search and tags.Maybe something more structured would be a good idea, but I like not having to fuss with a billion different tools and different sync accounts for everything.For just contact info I just use Google's sync on my phone, and I put birthdays in my calendar.

mikebos · Answer

I'm trying to use Amplenote for this. I already use it for my notes so bit biased there :-)
I have daily notes and with inline tagging for example "@john doe" it creates a note for John Doe, on the John Doe note page I can add details and view the backlinks when we interacted.
Not sure yet if it's viable long term but so far so good.

builtonair_ · Answer

I would use Airtable for this. It's just sheets on steroids with automation and interface.It's free to use for personal project

fragmede · Answer

If you're in the Apple ecosystem, theres a free form text section in contacts for notes.

mmdesignsldn22 · Answer

Would you be open to custom CRM?