SYNDEYAPersonal CRM: a simple way to keep your relationships.
A personal CRM is a tool for the relationships in your professional life: who you know, how you met, what you talked about and when to reach out again. Your phone's contacts app stores numbers. A personal CRM keeps the relationship.
Who uses a personal CRM?
Anyone whose work depends on relationships: business owners, sales and business development people, real estate agents, consultants, engineers and contractors who win work through referrals, recruiters, and anyone who spends a lot of time at events.
What to look for
- Fast capture. If adding someone takes more than a few seconds, you won't do it. Look for card scanning, voice notes and tap-to-share.
- Context, not just contact details. Where you met, what you discussed, personal details and promises you made.
- Reminders that come to you. A CRM you have to remember to open doesn't help you remember people.
- Help reaching out. A reason to get in touch and a draft to start from.
- Works alongside your phone's contacts. It shouldn't make you move or replace them.
Syndeya as your personal CRM
Syndeya is a relationship management app built around how memory works.
- Capture in seconds: tap your Syndeya card, scan a business card or QR code, type it in, record a voice memo, import a Plaud recording or meeting transcript, or bring people over from your phone's contacts (the originals stay where they are).
- Remember the conversation: key points and follow-up points saved with each person, and a timeline of every interaction.
- Reminders on the forgetting curve: the next morning, then at 3, 7, 14 and 30 days, then check-ins at 2, 3, 6 and 12 months. Why.
- Reconnect with a reason: three people worth a hello each week, with a drafted message that sounds like you.
- Meeting briefs: before a meeting on your calendar, a summary of how you met, what you discussed and anything still open.
- Job changes: log when someone changes jobs and get a reminder to congratulate them.
It's free on iPhone and Android, in 12 languages. For companies, Syndeya for Teams adds a shared dashboard and CRM integration.
Questions
What is a personal CRM?
A personal CRM (customer relationship management) is a tool for keeping track of the people in your professional life: how you met, what you talked about and when to reach out again.
How is a personal CRM different from my phone's contacts?
Your contacts app stores names and numbers. A personal CRM stores the context of each relationship and reminds you to keep in touch. Syndeya works alongside your phone's contacts rather than replacing them.
Is there a free personal CRM app?
Yes. Syndeya is free on iPhone and Android, including capture, reminders and reconnect suggestions.
More guides: Measuring conference ROI · Following up after an event · Choosing a digital business card · NFC business cards · Sending contacts to your CRM · Remembering names · Business card scanner · Trade show lead capture