What it does

  • Record a person or an interaction and its follow-ups.
  • List who to reach out to and what is open.
  • Draft a check-in, thank-you, congratulations, or introduction.
  • Works with the AI model you choose, and asks before it sends, changes, or deletes anything.

Runs on its own

  • Weekly follow-up nudgesEvery week

Tasks start off. Turn one on, or change its schedule, in the bot's settings.

How to get it

  1. Download BotLegger and add a model: an API key, or a free local model.
  2. Open Browse Bots and add Personal CRM.
  3. Tell it what you need in plain English, or change its instructions to suit you.

Put Personal CRM to work

A free app for Mac, Windows, Linux, Android, and iPhone. Use any AI model, and keep your data on your own devices.