[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