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Personal CRM:把联系人互动沉淀成长期关系管理

结合提醒与历史上下文,自动提示跟进节点,适合自由职业者和 BD 场景。

GITHUBDiscovered 2026-02-11Author hesamsheikh
Prerequisites
  • Contact schema defined: relationship type, last touchpoint, next action.
  • Consent/privacy boundary for storing conversation notes is documented.
Steps
  1. Import contacts and normalize names, channels, time zones.
  2. Set follow-up cadence by relationship tier (A/B/C).
  3. Before outreach, generate context brief from prior interactions.
  4. After each interaction, log outcome and next trigger date.
Commands
git status
npm run build
Verify

For 5 sample contacts, system can produce accurate last-interaction summary + next follow-up date.

Caveats
  • Do not fabricate relationship details when history is missing.
  • Cross-border data retention rules may apply (needs verification).
Source attribution

This tip is aggregated from community/public sources and preserved with attribution.

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