# The personal CRM that remembers why you met

A personal CRM keeps track of the people in your life and work, and reminds you to stay in touch. ConnectMachine builds it for you as you meet people: scan a card or QR code, speak a quick note, and your private AI remembers who they are, where you met and what you promised.

> A personal CRM (personal relationship manager) is an app that stores the people you know together with the context around them: where you met, what you talked about, and when to get back in touch. Sales CRMs track deals for a team. A personal CRM tracks relationships for one person. ConnectMachine is a personal CRM for networking: scan a business card or QR code, add a voice note, set a follow-up reminder, and ask the AI Concierge in plain English to find anyone you have met.

Your phone stores numbers. It does not store relationships. Your contacts app knows Daniel's email. It does not know you met him at SaaStr, that he is raising, or that you offered an intro. That context is what makes a follow-up land, and it is the first thing you forget. Most people try a spreadsheet or a Notion template, keep it up for two weeks, then stop. The problem is never the intent. It is typing everything in by hand after a long day.

Good personal CRMs do three jobs. They capture contacts with little effort, they keep notes attached to the right person, and they prompt you to follow up before a connection goes cold. ConnectMachine adds a fourth: you can search your network in plain English, by voice or text, instead of remembering names.

## Personal CRM vs contact manager vs sales CRM

Three tools that sound alike and solve different problems. A personal CRM is built for one person and their relationships: it tracks people, context and reminders, fills itself from card scans and voice notes, and answers questions like "who did I meet at Web Summit?". A contact manager organises a contact list of names, numbers and emails, entered by hand or imported, and rarely helps you follow up. A sales CRM is built for a team managing a pipeline: it tracks deals, stages and revenue through forms, reps and integrations, with sequences and tasks for follow-up. Looking for a lead and contact list for your business? See the ConnectMachine contact manager app. Already on a sales CRM? ConnectMachine can feed it through Zapier.

## Capture without typing

Scan a paper card, a QR code or a LinkedIn QR. The AI fills every field, so each card becomes a clean contact with the company, title and links in seconds, and you can keep scanning while the venue has no signal. Want people to add themselves? Share your own digital card by QR, link or Apple and Google Wallet, and ShareBack lets them send their details in return.

## Keep the context

Speak a voice note as you walk away. The AI Note Taker transcribes it and pins it to that person, along with when and where you met. Meetings work the same way: record the conversation and the transcript lands on the right contact, so opening someone shows why they matter.

## Stay in touch

Set follow-up reminders so you get a nudge to reconnect while the conversation is still fresh. Then ask the AI Concierge things like "who works in fintech that I met this year?" to find people again, by text or voice, across everyone you have met.

## Private by default

Your personal CRM is encrypted and GDPR compliant, and there is no public feed or follower count. Your network is visible only to you unless you choose to share or export it.

## Who it is for

- Anyone who meets more people than they can remember
- Founders, consultants and freelancers who grow through introductions
- Regulars at conferences, meetups and trade shows
- People who tried a spreadsheet or Notion template and stopped
- Professionals who want relationship context, not a sales pipeline

## What you get

- Card and QR scanner: paper cards and QR codes become clean contacts in seconds
- AI Note Taker: voice notes and meetings attached to the right person
- AI Concierge: plain-English search across everyone you have met
- Follow-up reminders: a nudge to reconnect while it is still fresh
- Your own digital card, shared by QR, link or wallet pass, with ShareBack

## Start free, upgrade when it sticks

The free plan includes up to 3 paper card scans and up to 4 digital cards, plus QR and LinkedIn QR capture and CSV export. Paid plans add unlimited scans, unlimited cards, the AI Note Taker, AI Concierge, follow-up reminders, wallet passes and CRM integration.

## Set up your personal CRM

1. Install the app. Download ConnectMachine on iPhone or Android and create your free account.
2. Bring in the people you already know. Scan the stack of business cards on your desk; each one becomes a contact with the company, title and links filled in.
3. Add context as you go. After each meeting, record a 10 second voice note saying where you met and what you agreed.
4. Set reminders and ask. Add a follow-up date for the people who matter, then search your network with the AI Concierge whenever you need someone.

## Why ConnectMachine

Six months after a conference, you can ask "who was the fintech founder raising in Q1?" and get the right person back, with the voice note you left and the intro you promised. That is the difference between a contact list and a personal CRM that remembers why you met.

## Frequently asked questions

### What is a personal CRM?

A personal CRM is an app that stores the people you know along with the context around them, such as where you met, what you discussed and when to follow up. It is built for one person's relationships rather than a sales team's pipeline.

### Is there a free personal CRM?

Yes. ConnectMachine has a free plan with up to 3 paper card scans, up to 4 digital business cards, QR and LinkedIn QR capture and CSV export. Paid plans remove the scan and card limits and add the AI Note Taker, AI Concierge, follow-up reminders and CRM integration.

### What is the difference between a personal CRM and a contact manager?

A contact manager organises names, numbers and emails. A personal CRM also keeps the relationship context, like meeting notes and follow-up reminders, so you know why each person matters.

### Can a personal CRM remind me to follow up?

Yes. In ConnectMachine you can set a follow-up reminder on any contact, sent by email or SMS, so you get a nudge to reconnect before the conversation goes cold. Reminders are included in the paid plans.

### Can I use a personal CRM for networking events?

Yes, and that is where it saves the most time. Scan business cards and QR codes at the event, add a voice note after each conversation, then search by event, company or topic afterwards.

### Is a personal CRM app private?

ConnectMachine is encrypted and GDPR compliant, and there is no public feed or follower count. Your network is visible only to you unless you choose to share or export it.

## Remember everyone you meet, without the spreadsheet

A personal CRM is only useful if it fills itself. ConnectMachine captures people from a card or QR scan, keeps the voice note that explains why they matter, and reminds you to follow up, so your network stays current without an evening of data entry.

## Get started

Free to start on iPhone and Android, with nothing for the people you meet to download.

[Download ConnectMachine for Free](https://stage.connectmachine.ai/download-app/)

## Related use cases

- [Contact Manager App](https://stage.connectmachine.ai/use-case/contact-manager.md): A contact manager app is only as good as what it helps you do next.
- [AI Meeting Notes](https://stage.connectmachine.ai/use-case/ai-meeting-notes.md): AI meeting notes free you from scribbling while someone is talking.
- [Follow up after a networking event](https://stage.connectmachine.ai/use-case/follow-up-after-networking-events.md): After an event, ConnectMachine shows everyone you met with the notes and reminders you set, so you can follow up while it still matters.
