Contacts
Keep track of the people and organizations that matter to you.
What Contacts Does
Contacts is your personal CRM. Store contact details for people and organizations, track relationships, remember important dates, and set reminders to stay in touch. Everything stays private in your workspace.
Creating Contacts
Click **New Contact** to add someone. Choose between a person or an organization. Fill in whatever details you have — name, email, phone, address. You can always add more later.
Individual contacts with name, role, and personal details.
Companies, teams, or groups. Link people to their organization for context.
Importing Contacts
Already have contacts elsewhere? Import them in bulk instead of adding one by one.
Standard contact format exported from most email clients and phones.
Spreadsheet format. Map your columns to contact fields during import.
Duplicate detection runs automatically during import so you won't end up with duplicates.
Relationships & Dates
Add relationships between contacts (colleague, friend, family) and track important dates like birthdays and anniversaries. Open a contact's detail sheet to manage these.
Relationships are bidirectional — adding someone as a colleague links both contacts together.
Info vs. Activity
Each contact has two distinct streams of notes — use the right one for the right content.
Persistent facts about the person: hobbies, preferences, allergies, work role, family, anything that stays true over time. Each entry has a `kind` (e.g. personal, work, hobby).
Dated log of interactions: meetings, calls, conversations, events. Every entry resets the stay-in-touch timer so reminders stay accurate.
In chat: say 'remember X likes hiking' to add Info, or 'log that I met X yesterday' to add Activity.
Stay in Touch Reminders
Set a reminder frequency for any contact — weekly, monthly, or a custom interval. When it's time to reach out, the contact appears in your overdue list so nobody falls through the cracks.
Mark a contact as talked to reset the reminder timer. Add an interaction note to keep a record of what you discussed.
Getting the Most Out of Contacts
- Use favorites — Star your most important contacts so they appear at the top of your list.
- Link people to organizations — Gives you context about where someone works when you open their contact card.
- Use filters and presets — Filter by type, use preset views like 'Overdue' or 'Favorites' to quickly find who you need.