PersonalCRM is for the people you keep meaning to call. It remembers the birthdays, the names of their kids, the book you borrowed and the fact that you have not spoken since March - so you do not have to hold all of it in your head.
Everything lives in one file on your own computer. No account, no sync, no server, nothing uploaded. Open it and start typing.
Highlights
- Never miss a birthday again - and when you only know the day and month, say so. PersonalCRM counts down to it anyway, instead of making you invent a year.
- A gentle nudge to stay in touch - choose how often you want to speak to someone. If a month goes by, it says so plainly rather than quietly resetting the clock.
- Everyone's page in one scroll - emails, phone numbers, addresses, notes, what you did together, what you owe each other, gift ideas and the big moments in their life.
- Relationships that work both ways - add someone as a parent and they get you as their child, automatically. Add a link from either side; you never end up with half of one.
- One page that tells you what today needs - birthdays, reminders, tasks and the people you have not called, merged into a single list in date order.
- Told before you forget, not after - one notification a day, while PersonalCRM is open, for what is due and what is late. Off until you turn it on, and never more than one.
- Write about your week, not just about your contacts - a dated journal with a mood. Mention someone and the entry turns up on their page too.
- Find anything by typing part of it - one search box reaches names, email addresses, notes, activities, tasks, journal entries and life events at once.
- Gift ideas you will still have in December - jot one down the moment they mention it, with a price and a link, and mark it given when you give it.
- Bring your contacts with you - import a vCard straight out of Contacts or your phone, or a CSV from a spreadsheet. Photos, birthdays and addresses come across with the names.
- The same person twice, put back together - PersonalCRM spots records that share an email address, a phone number or a name. You pick which one to keep, and everything from the other moves onto it.
- Your data stays yours - a single plain file you can copy, back up or read in any text editor. Every save keeps the version it replaced.
How it works
Add the first person you want to keep up with. Give them a birthday, a note about how you met, and tell PersonalCRM how often you would like to speak - every fortnight, every few months, whatever is honest.
From then on, open the app and look at Today. It shows what is coming up, what is already overdue, and who you have been meaning to call. Tick things off as you go, and jot down what you did together so that next time you remember.
Perfect for
- Anyone whose friends are spread across too many cities and time zones
- People who are warm in person and hopeless at remembering to reach out
- Freelancers and consultants keeping track of clients without a sales tool
- Large families, where the birthdays alone are a part-time job
- Anyone who wants a private address book that is not a cloud account
