[listic]

> This is a neat idea that has been tried about 300 times over

Could you share the top 3 attempts that tried it and are better at it? I only know that things like this should exist, but didn't look any further into this class of things, yet.

My idea of what to look into is some kind of CRM for my personal contacts.

[bobbiechen]

Not sure if it's top 3, but I use Monica https://www.monicahq.com/ which does advertise itself as a personal CRM. I certainly underutilize its features but things like birthday reminders + a place for a few notes (where do they live again? who's their partner?) is nice

[wolvoleo]

I just put that stuff into obsidian here. Only thing I miss are the birthday reminders but there's probably a plugin for that :)

[edelans]

oh interesting, I never thought about using my obsidian vault for that.

Can you share a bit more about how you structure this and how you would recommend getting started ?

[wolvoleo]

Well I just have a folder in obsidian and a template for friends. So I can fill in the various fields like address, names of kids/pets, things they like for when I need to buy a present etc.

The rest I just freeform.

But reminders would be nice.

[chrisweekly]

I recommend keeping it simple. The Obsidian "Bases" feature is a good fit for this if you don't want to go deep w plugins and DIY (which is also viable but has more learning curve and overhead).

[bananamogul]

You can also self-host Monica, either via Docker or on metal if you're comfortable with Laravel.

[relvio]

Check out https://github.com/Relvio-AI/relvio, its an open-source personal CRM that connects to Gmail and automatically extracts your contacts. You can add notes, tag people by relationship, set follow-up reminders with overdue tracking, and see who you're losing touch with. LinkedIn import works via CSV.

Free, runs locally on your machine with no cloud or subscription, takes a couple minutes to set up