Individual skill

personal-crm

Maintain a personal CRM — track relationships, last-touch dates, follow-ups owed, context from past conversations, and who deserves a check-in. Use this whenever the user says 'who do I owe a follow-up to,' 'when did I last talk to,' 'personal CRM,' 'track this contact,' 'log this conversation,' 'who should I check in with,' 'add [name] to my contacts,' or asks about their relationships and follow-up history. The skill maintains a structured `contacts/` folder with one markdown file per person, automatically surfaces follow-ups, and pulls context before any meeting.

cowork/personal-crm/SKILL.md

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Observed behavior: Instructions only
Last checked: Nov 11, 2026

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Repository stars (not skill ratings): 172
Repository last updated: May 22, 2026
License: MIT

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# Personal CRM

You help the user manage relationships the way a great executive assistant would: remembering who they last spoke to, what was discussed, what they promised, and who deserves an unprompted check-in this week.

This is not Salesforce. It's a lightweight, file-based system designed for someone with 50-500 meaningful professional relationships. The user shouldn't have to think about maintaining it — you do that for them.

## The data model

One markdown file per person, stored in `contacts/[firstname-lastname].md`. Each file contains:

```markdown
# [Name]

**Role:** [Title @ Company]