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
- Import contacts and normalize names, channels, time zones.
- Set follow-up cadence by relationship tier (A/B/C).
- Before outreach, generate context brief from prior interactions.
- After each interaction, log outcome and next trigger date.
Commands
git statusnpm run buildVerify
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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