Personal CRM

Your relationships are one of your most valuable professional assets. Ari helps you nurture them effortlessly—through natural conversation instead of data entry.

Unlike traditional CRM systems designed for organizations to track customers, Ari's Personal CRM is built for you. It helps you remember the people you meet, stay on top of follow-ups, and never let important relationships slip through the cracks.

Why Conversation Changes Everything

Traditional CRM systems require you to:

Log into a separate application
Navigate complex interfaces to find or create records
Manually enter data after every interaction
Remember to update information regularly

With Ari, relationship management happens naturally:

"Hey Ari, I just had coffee with Sarah Chen. She's the new VP of Engineering at TechCorp, and she mentioned they're looking for a project management solution. We should follow up next month."

That single message accomplishes what would take 10+ clicks in a traditional CRM:

Creates or updates Sarah's contact record
Records the in-person interaction
Captures the context about their needs
Sets up a follow-up reminder

Contact Management

Your contacts live in Ari's memory—accessible anytime through conversation.

Adding and Updating Contacts

Simply tell Ari about the people you meet:

"Remember John Miller—he's a Senior Developer at Acme Corp. His email is john.miller@acme.com and he's based in Seattle."

"Update Sarah's contact—she got promoted to CTO last week."

"Add a note to Marcus's profile: prefers morning meetings and communicates via Slack."

Ari captures:

Name and role – Who they are and what they do
Organization – Where they work
Contact details – Email, phone, social profiles
Location – Timezone and geography matter
Personal notes – Communication preferences, interests, relationship context

Finding Contact Information

When you need someone's details, just ask:

"What's Sarah Chen's email?"

"Who do I know at TechCorp?"

"Show me my contacts in the healthcare industry."

Tracking Interactions

Every meaningful conversation deserves to be remembered. When you tell Ari about an interaction, it creates a permanent record:

"I had a phone call with Marcus today. We discussed the Q2 roadmap and he's concerned about the timeline for the API integration."

Ari records:

When – Date and time of the interaction
How – In-person meeting, phone call, etc.
What – Subject and key discussion points
Notes – Important details and action items

Later, you can ask:

"When did I last talk to Marcus?"

"What did Sarah and I discuss in our last meeting?"

Meeting Intelligence

Ari connects your calendar to your relationships, helping you walk into every customer and prospect meeting fully prepared.

Meeting Prep That Actually Helps

Most meeting prep is generic: "Review the agenda. Prepare talking points." Useless.

Ari does the actual prep work for you. Before your meetings, she researches the person, their company, your history together—and delivers it in a brief you can scan in 60 seconds.

For a first meeting with a prospect:

Call with Jason Chen in 10 min — first meeting

About Jason: VP of Engineering at TechStart, previously led platform team at Stripe (4 years). Active on LinkedIn discussing API design and developer experience.

TechStart: Series B startup, 50 employees, raised $20M last year. Recent news: expanding into enterprise market, which is likely why they're evaluating solutions like yours.

From your Slack: Your colleague Sarah mentioned TechStart in #sales last month—they were comparing you to a competitor and had questions about pricing.

Rapport builders: Bay Area based, Stanford CS grad, posts about hiking on weekends

For a follow-up with an existing contact:

Follow-up with Maria Santos in 15 min

Last interaction: Met at the conference 3 weeks ago. She was interested in your automation features and asked for a demo.

Her priorities: Mentioned her team is struggling with manual data entry and needs a solution before Q2 budget review.

Open follow-ups: You promised to send case studies from similar companies in her industry.

Recent news: Her company just announced a new CTO—could affect buying decisions.

For a customer check-in:

Quarterly review with Acme Corp in 10 min

Relationship history: Customer for 8 months. Main contact is David Park (Product Lead). Last meeting: discussed expanding to their European team.

Recent activity: 3 support tickets this month (all resolved). Usage up 40% since last quarter.

From your notes: David mentioned budget approval cycles are slow—prepare for timeline questions.

Ari researches people and companies, searches your emails and chat history for context, and surfaces your previous interactions—so you walk in knowing the relationship, not just the meeting title.

Customize your prep:

"Before prospect calls, always research their company's recent news."

"For customer meetings, include any open support tickets."

"Search my email for recent threads before external calls."

Meeting Notes & Summaries

When Ari joins your meetings, she captures:

Full transcript – Everything that was said, searchable later
AI summary – Key points distilled for quick review
Action items – Who committed to what, with their name attached
Meeting quality insights – How the meeting went and suggestions for improvement

After meetings, Ari sends you a brief recap with action items highlighted. For 1:1s, she can even provide coaching feedback on how the conversation went.

Access meeting information anytime:

"What was decided in yesterday's product sync?"

"Show me the action items from my meeting with the marketing team."

"Search my meetings for discussions about the pricing strategy."

"What did Sarah say about the timeline in our last call?"

Associating Meetings with Contacts

Ari automatically links meetings with your contacts based on attendees. This means every meeting enriches your relationship history—when you look up a contact, you can see all your past meetings together.

Follow-Up Tracking

Never let important relationships slip through the cracks.

Creating Follow-Ups

When something needs your future attention, tell Ari:

"Follow up with Sarah in two weeks about the partnership proposal."

"I need to check in with the engineering team about the deployment—mark that as high priority."

"Remind me to send Marcus the case study before our next meeting."

Ari tracks:

What – The specific action needed
Why – Context about its importance
When – Expiration or target date
Priority – High, medium, or low importance

Managing Follow-Ups

Stay on top of your commitments:

"What follow-ups do I have this week?"

"Show me my high-priority follow-ups."

"Mark the TechCorp follow-up as complete."

Follow-Ups vs. Reminders

Follow-ups are tracked tasks that need eventual attention—Ari might surface them during related conversations or daily reviews.

Reminders are time-specific notifications—Ari sends you a message at the exact time you specify.

Use follow-ups for "I need to do this eventually" and reminders for "I need to do this at exactly 3pm on Tuesday."

Reminders

Set reminders that fit your workflow.

One-Time Reminders

"Remind me to call John at 2pm tomorrow."

"Send me a reminder Friday afternoon to prepare the weekly report."

Recurring Reminders

"Every Monday at 9am, remind me to review my open follow-ups."

"Remind me every Friday to update my CRM notes for the week."

Smart Reminders with Conditions

Some reminders should only fire if certain conditions aren't met:

"Remind me to email Sarah tomorrow, but only if I haven't already emailed her today."

Ari checks the condition before sending the reminder—if you've already completed the task, the reminder stays quiet.

Automated Workflows

Take your relationship management to the next level with automated workflows. Instead of manually checking in on things, tell Ari to do it for you on a schedule.

What Workflows Can Do for Your CRM

Workflows are like having a research assistant who automatically gathers information and delivers insights on your schedule:

Pipeline and performance reviews – Automatically analyze your deals, opportunities, or key accounts on a weekly basis
End-of-day briefings – Get a summary of today's meetings and tomorrow's schedule every evening
Win/loss analysis – Weekly digests of what's working and what needs attention
Automated follow-up checks – Periodic reviews of who you haven't connected with recently

Example Workflows

"Every Monday morning, analyze my pipeline and send me a summary of deals that need attention this week."

"At the end of each workday, send me a briefing of tomorrow's meetings with context about who I'm meeting."

"Every Friday, compile a digest of this week's wins and losses from my sales conversations."

"Every Friday afternoon, check which key contacts I haven't followed up with and draft outreach messages."

Creating Workflows

Just describe what you want and when:

"Every Monday at 8am, review my open follow-ups and prioritize the top 5 for the week."

"Every evening at 6pm on weekdays, summarize any important emails from my key contacts."

Ari handles the scheduling, execution, and delivery—you just receive the insights.

Workflows vs. Reminders vs. Follow-Ups

Type	Purpose	Example
Follow-up	Track something that needs eventual attention	"Follow up with Sarah about the proposal"
Reminder	Get notified at a specific time	"Remind me to call John at 2pm"
Workflow	Automatically perform a task on schedule	"Every Monday, analyze my pipeline"

Use all three together: workflows surface insights automatically, follow-ups track your commitments, and reminders ensure time-sensitive actions don't slip.

How It All Works Together

Here's a day in the life with Ari's Personal CRM:

Morning: Ari sends you meeting prep for your 10am call with TechCorp, including your notes from last month's meeting with Sarah and the follow-up you created about their project management needs.

During the Meeting: Ari joins your video call and takes notes. She captures that Sarah mentioned a budget review happening next month and that they want a pilot program.

After the Meeting: You message Ari: "Update Sarah's contact—she mentioned they're targeting a Q2 decision. Create a follow-up to send the pilot proposal by end of week."

Later That Day: When you ask "What did Sarah say about timeline?", Ari searches the meeting transcript and gives you the exact quote.

End of Week: Ari reminds you about the pilot proposal. You complete it and mark the follow-up as done.

Two Weeks Later: During your review, Ari surfaces that you haven't heard back from Sarah. You ask her to draft a follow-up email referencing your previous discussion.

Tips for Effective Relationship Management

Be Conversational

You don't need special commands or exact phrasing. Talk to Ari like you would a trusted assistant:

"I ran into Mike at the conference yesterday"
"Save Maria's new phone number: 555-1234"
"What do I know about Acme Corp?"

Capture Context, Not Just Data

The best relationship notes include the why, not just the what:

"Met Sarah. Engineering." (not helpful)
"Met Sarah—she's frustrated with their current tools and looking for alternatives. Seemed interested when I mentioned our automation features." (much better)

Use Follow-Ups Liberally

Every promise or commitment should become a follow-up. It's easy to create them, and Ari helps ensure nothing falls through the cracks.

Review Regularly

Ask Ari for weekly summaries:

"Show me everyone I met with this week."
"What follow-ups are coming due?"
"Which contacts haven't I talked to in a while?"

Privacy & Your Data

Your relationship data is yours:

Private by default – Your contacts, notes, and interactions are only visible to you
Not shared with your organization – HR and management cannot access your personal CRM data
You control everything – Edit or delete any information at any time

Ari serves as your personal relationship assistant—helping you be more effective while keeping your data confidential.

Getting Started

You don't need to set anything up. Just start telling Ari about the people you work with:

Add your key contacts – "Remember [Name], they're [role] at [company]"
Note your interactions – "I just talked to [Name] about [topic]"
Create follow-ups – "Follow up with [Name] about [topic] by [date]"
Set reminders – "Remind me to [action] at [time]"

The more you share with Ari, the better she can help you nurture your professional relationships and never miss an important follow-up.