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Personal CRM
Who you met, what you agreed, and who to reconnect with. Relationships, not sales data.
Contacts
6
Met this month
3
Worth reconnecting
3
Not met in 2+ months
Open follow-ups
3
Everyone
Work
Community
Friends
MR
Maya Ron
VP Product · Brightpath
In touch
Last met 14 Oct
Send the meeting summary
DO
Daniel Or
Founder · Kestrel AI
Reconnect
Last met 2 Jul
Ask how the fundraise went
NB
Naama Bar
Curator · Galilee Museum
In touch
Last met 28 Sept
Propose a joint workshop
YS
Yoav Shahar
Lead Engineer · Lumen Labs
Reconnect
Last met 11 Jun
Reconnect: over 4 months
TG
Tamar Gal
Designer · Freelance
In touch
Last met 8 Oct
Coffee next week
AC
Avi Cohen
Partnerships · Northwind
Reconnect
Last met 1 Aug
Send the updated deck
Follow-ups
Meeting summary for Maya
21 Oct
Updated deck for Avi
23 Oct
Workshop idea for Naama
28 Oct
Set coffee with Tamar
19 Oct