AI-Powered Personal CRM
A personal CRM built in Notion or Obsidian with AI integration lets you manage relationships at scale. Track contacts, log interactions, and get AI-generated follow-up suggestions without enterprise software.
200Contacts
WeeklyReview
Contacts Phase
Create a contact database with fields for name, company, relationship type, last contact date, and notes. Import from LinkedIn CSV or add manually.
Notes Phase
Log meeting notes and conversation summaries after every interaction. Use AI to extract key points and action items from raw notes.
Reminders Phase
Set follow-up reminders based on relationship strength. Use Notion automations or a recurring review ritual to surface contacts due for outreach.
Personal CRM Setup Checklist
Choose platform: Notion or Obsidian
Design contact database schema
Import existing contacts
Create interaction log template
Set up AI summarization workflow for meeting notes
Define follow-up cadence per relationship tier
Schedule weekly CRM review session
