Convo: Your Personal CRM (WIP)

Taming the chaos of modern networking

In today’s fast-paced world, professional relationships are one of your most valuable assets—but they’re also one of the hardest things to maintain. Between back-to-back Zoom calls, conference hallway conversations, Slack threads, and one-off coffee chats, details slip through the cracks. You want to remember that Priya mentioned expansion into APAC, that Alex prefers video follow-ups, and that Marisol’s daughter just started college—but storing and retrieving all those tidbits can feel like its own full-time job.

I hit this wall myself. My Google Docs notes were scattered, my Trello board of “follow-up tasks” grew unwieldy, and various reminders became noise. I needed a tool that would feel like a true networking assistant—one that learns my workflows, surfaces context exactly when I need it, and gently nudges me so nothing ever falls off my radar.

The networking gap

Most CRMs treat people as static contact cards:

• Rigid fields. You get name, title, company, maybe a generic “notes” blob—no structured insights or timeline.

• Manual reminders. You set calendar invites or sticky-note tasks, then forget to check them.

• Fragmented context. Conversation history lives in email, Slack, LinkedIn, and your head—never together.

But real relationships are living things:

• Contextual. Every interaction—whether a quick hallway chat or a long email thread—carries valuable insights.

• Temporal. You want to follow up “two weeks after demo,” “quarterly check-in,” or “six months post-maternity leave.”

• Adaptive. Priorities shift: one day you’re exploring a co-founder role, the next you’re hunting for customer referrals.
  

My vision

Convo is built from the ground up as a personal relationship assistant, not just another database. It sits at the intersection of capture, context, and gentle automation:

1. Capture
   

   • Unified inbox for every conversation: email threads, Slack DMs, voice memos, and in-app chat.

   • Smart Notes Editor with /tagging syntax, @mentions, and voice-to-text capture—so your notes stay as structured as you need.

2. Context

   • Timeline view showing every touchpoint—calls, messages, in-person meetups—chronologically, with metadata like attendees and location.

   • Relationship dossiers that automatically pull in social profiles, company news, and mutual connections for richer context.

3. Automation

   • Custom reminder rules (“Ping me three days after I send the proposal,” “Quarterly check-in with key investors”).

   • AI-powered nudge engine that highlights stale relationships and suggests next steps before you forget.