Personal CRM
Free Personal CRM to Keep in Touch with People. Remember birthdays, past talks and who you owe a call, with a Monday list of people to reach out to and an opener for each. Free to clone.
Personal CRM is a Taskade app kit built from one prompt: 3 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 3 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Keep in Touch Guide and Keep in Touch Helper. Its automations include Refresh relationship after conversation, Monday reconnection reminder and Year in people recap.
by @john
What you can do with Personal CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Personal CRM works
- Refresh relationship after conversation: when a conversation is logged, then Read the linked person and Extract facts and follow ups.
- Monday reconnection reminder: when Every Monday at 8 AM, then Create reconnection email and Email the reminder.
- Year in people recap: when Every December 1 at 8 AM, then Write year in people recap and Email the recap.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Keep in Touch Guide, Keep in Touch Helper
- Automations: Refresh relationship after conversation, Monday reconnection reminder, Year in people recap
- Workspace: 3 projects, 2 AI agents, 3 automations