Getting started
From empty account to a working relationship system in about ten minutes.
PersonalCRM has one loop: log a Ping when you're in touch → the person's timer resets → we surface whoever's overdue. Everything in the product supports that loop. Here's the fastest way to make it yours.
1. Add your first people
Start with 10–20 people whose drift you'd genuinely regret, not your whole address book. You can add them one by one (C → contacts, or the + button), paste a LinkedIn URL to autofill name and photo, or import a CSV from LinkedIn, Google Contacts, Outlook, Notion, or a spreadsheet.
For each person, the fields that matter most:
- Ping frequency: how often you want to be in touch (weekly → yearly). This is the promise you're making; be honest rather than ambitious.
- Birthday: you'll get a reminder three days ahead and on the day.
- Notes: partner's name, what they're working on, how you met. Two lines beat zero lines.
2. Organize with Networks
Networks are your circles (Work, University, Running Club), each with its own icon and color. A contact can be in several. Create them in the sidebar or during onboarding; filter any list by them later.
3. Log your first Ping
Texted someone? Met for coffee? Hit Ping on their row: one tap, optionally with a note ("asked about the new job"). You can backdate a Ping if you're logging yesterday's call.
Had a proper meeting with several people? Log a Meeting instead: date, place, and a personal note per attendee. A Meeting automatically counts as a Ping for everyone who was there, so you never log twice.
Something to do later? Add a Follow-up: a dated to-do tied to a person ("ask how the interview went, Friday").
4. Live in Home
Home is a list you finish, not a dashboard you stare at: Follow-ups, Birthdays, Needs ping, and Done today. Work through it whenever you like. When it's empty it says "Nothing needs you right now" and leaves you alone.
5. Let the reminders come to you
Enable notifications in Settings (and install the iOS app for lock-screen Pings). Defaults are deliberately quiet: overdue nudges arrive at most once a week. Details in Reminders.
That's the whole system. Ten minutes of setup, then ten minutes a week.