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name: claude-personal-crm description: Log interactions, surface follow-ups, find cold contacts, and prep pre-meeting context without opening a real CRM. Use when working on personal crm in claude.

Personal CRM in Claude

A conversational CRM that lives in Cowork. Supports log-interaction, check-follow-ups, find-check-in-opportunities, pre-meeting-contacts, and add-contact. Shares state with your email, calendar, and docs so every touch is coherent across tools. Use when you outgrew a spreadsheet but hate real CRMs.

What you get

• Contact log
• Owed follow-ups
• Cold-contact list
• Check-in prompts
• Pre-meeting briefs
• Weekly relationship health report

Customize your output

• Storage backend: Notion, Google Sheets, local
• Tag taxonomy: default, custom
• Check-in cadence: 30, 60, 90 days
• VIP list: contacts
• Auto-log from email: yes, no
• Include social signals: yes, no

Example output

'Alex has not been contacted in 47 days. Suggested outreach with reference to their Series A.'

Best for

Solopreneurs and small teams that outgrew a spreadsheet but hate real CRMs.

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Note: Pairs with Gmail triage and pre-meeting context. High confidence.

Source: Craig Hewitt (Castos) · https://www.youtube.com/watch?v=KuUzUBg78gM Category: Sales · Priority: P4