Your relationships are one of your most valuable professional assets. Ari helps you nurture them effortlessly—tracking interactions automatically and through natural conversation, not 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.
Your CRM That Fills Itself
Without Ari
Log into a separate app. Navigate complex interfaces. Manually enter data after every interaction. Forget to update records. Watch relationships slip through the cracks.
With Ari
Ari automatically learns from your emails, meetings, and Slack—building your relationship history without you lifting a finger.
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, your CRM builds itself:
Ari automatically tracks your relationships by scanning:
- Meeting transcripts – Who you met with, what was discussed, action items mentioned
- Email threads – Conversations, commitments, context from your inbox
- Slack messages – DMs and channel conversations with colleagues and contacts
- Calendar events – Who you're meeting, when, and how often
You don't have to log anything manually. Ari notices when you meet someone new, captures key details from your conversations, and builds a relationship history over time.
Enrich Through Conversation
Of course, you can also tell Ari things directly:
Try this
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
The best part? Ari combines what you tell her with what she learns automatically—so you get a complete picture without the busywork.
Knowledge Search
All the search you need. None of the overhead.
Contact Management
Your contacts live in Ari's memory—built automatically from your work and accessible anytime through conversation.
Contacts Are Created Automatically
When you email someone, meet with them, or chat on Slack, Ari notices. She creates contact records automatically based on:
- Email signatures – Name, title, company, phone number
- Meeting attendees – Who was in the room and their roles
- LinkedIn and company info – Background research done automatically
- Your conversation history – Context from past interactions
You don't have to remember to add anyone. If you've interacted with them, Ari knows about them.
Enrich Contacts Through Conversation
You can always add more context manually:
Try this
"Update Sarah's contact—she got promoted to CTO last week."
"Add a note to Marcus's profile: he mentioned his team is evaluating new tools in Q2."
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
- Interaction history – Every meeting, email, and chat—tracked automatically
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."
Interaction History—Built Automatically
Without Ari
Manually logging every meeting, email, and call. Forgetting to update notes. Interaction history that's always out of date.
With Ari
Every email, meeting, and Slack conversation is tracked automatically. Your relationship history stays complete without any effort.
Ari automatically captures interactions from:
- Meetings – Full transcripts, summaries, and action items
- Emails – Threaded conversations with context
- Slack – Direct messages and relevant channel discussions
- Calendar – Who you met, when, and how frequently
For interactions outside these channels (like phone calls or coffees), just tell Ari:
"I had a phone call with Marcus today. We discussed the Q2 roadmap and he's concerned about the timeline for the API integration."
Later, you can ask:
"When did I last talk to Marcus?"
"What did Sarah and I discuss in our last meeting?"
"Show me my interaction history with TechCorp."
Meeting Intelligence
Ari connects your calendar to your relationships, helping you walk into every meeting fully prepared.
Intelligent Notetaker
Meetings that write themselves
Meeting Prep That Actually Helps
Without Ari
Generic prep advice: "Review the agenda. Prepare talking points." You're on your own figuring out who you're meeting and what matters.
With Ari
Ari researches the person, their company, your history together—and delivers 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.
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.
Access meeting information anytime:
"What was decided in yesterday's product sync?"
"Show me the action items from my meeting with the marketing team."
"What did Sarah say about the timeline in our last call?"
Follow-Up Tracking
Never let important relationships slip through the cracks.
Creating Follow-Ups
When something needs your future attention, tell Ari:
Try this
"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."
Automated Workflows
Take your relationship management to the next level with automated workflows.
Workflows & Automation
Just tell Ari what you want
Example Workflows
Try this
Weekly pipeline review — Automatically analyze your deals and opportunities.
End-of-day briefings — Get a summary of today's meetings and tomorrow's schedule every evening.
Automated follow-up checks — Periodic reviews of who you haven't connected with recently.
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."
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.
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
Getting Started
You don't need to set anything up. Just start telling Ari about the people you work with:
Try this
- 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.
Related Features
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