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> This is a neat idea that has been tried about 300 times over Could you share the top 3 attempts that tried it and are better at it? I only know that things l

by listic 7mo ago

> This is a neat idea that has been tried about 300 times over Could you share the top 3 attempts that tried it and are better at it? I only know that things like this should exist, but didn't look any further into this class of things, yet. My idea of what to look into is some kind of CRM for my personal contacts.

bobbiechen 7mo ago
Not sure if it's top 3, but I use Monica https://www.monicahq.com/ https://www.monicahq.com/ which does advertise itself as a personal CRM. I certainly underutilize its features but things like birthday reminders + a place for a few notes (where do they live again? who's their partner?) is nice
- wolvoleo 7mo ago
  I just put that stuff into obsidian here. Only thing I miss are the birthday reminders but there's probably a plugin for that :)
  - edelans 7mo ago
    oh interesting, I never thought about using my obsidian vault for that. Can you share a bit more about how you structure this and how you would recommend getting started ?
    - chrisweekly 7mo ago
      I recommend keeping it simple. The Obsidian "Bases" feature is a good fit for this if you don't want to go deep w plugins and DIY (which is also viable but has more learning curve and overhead).
    - wolvoleo 7mo ago
      Well I just have a folder in obsidian and a template for friends. So I can fill in the various fields like address, names of kids/pets, things they like for when I need to buy a present etc. The rest I just freeform. But reminders would be nice.
- bananamogul 7mo ago
  You can also self-host Monica, either via Docker or on metal if you're comfortable with Laravel.
- relvio 7mo ago
  Check out https://github.com/Relvio-AI/relvio https://github.com/Relvio-AI/relvio, its an open-source personal CRM that connects to Gmail and automatically extracts your contacts. You can add notes, tag people by relationship, set follow-up reminders with overdue tracking, and see who you're losing touch with. LinkedIn import works via CSV. Free, runs locally on your machine with no cloud or subscription, takes a couple minutes to set up

by listic 7mo ago

bobbiechen 7mo ago

Not sure if it's top 3, but I use Monica https://www.monicahq.com/ https://www.monicahq.com/ which does advertise itself as a personal CRM. I certainly underutilize its features but things like birthday reminders + a place for a few notes (where do they live again? who's their partner?) is nice

wolvoleo 7mo ago
I just put that stuff into obsidian here. Only thing I miss are the birthday reminders but there's probably a plugin for that :)
- edelans 7mo ago
  oh interesting, I never thought about using my obsidian vault for that. Can you share a bit more about how you structure this and how you would recommend getting started ?
  - chrisweekly 7mo ago
    I recommend keeping it simple. The Obsidian "Bases" feature is a good fit for this if you don't want to go deep w plugins and DIY (which is also viable but has more learning curve and overhead).
  - wolvoleo 7mo ago
    Well I just have a folder in obsidian and a template for friends. So I can fill in the various fields like address, names of kids/pets, things they like for when I need to buy a present etc. The rest I just freeform. But reminders would be nice.
bananamogul 7mo ago
You can also self-host Monica, either via Docker or on metal if you're comfortable with Laravel.
relvio 7mo ago
Check out https://github.com/Relvio-AI/relvio https://github.com/Relvio-AI/relvio, its an open-source personal CRM that connects to Gmail and automatically extracts your contacts. You can add notes, tag people by relationship, set follow-up reminders with overdue tracking, and see who you're losing touch with. LinkedIn import works via CSV. Free, runs locally on your machine with no cloud or subscription, takes a couple minutes to set up