Relationship Hub

Your agent remembers every relationship

A private CRM that learns from every interaction. No data entry. The agent tracks contacts, deals, and communication patterns automatically.

Without Relationship Hub

  • Every conversation starts cold
  • "Can you remind me of your issue?"
  • Generic outreach that gets ignored
  • No idea which deals are stalling
  • Same mistakes repeated with each contact

With Relationship Hub

  • Agent picks up where you left off, every time
  • Full context pulled before any action
  • Personalized outreach based on what worked
  • Pipeline visibility with next actions
  • Communication patterns learned per contact

Relationship intelligence, not data entry

The agent builds the CRM for you. Every conversation teaches it something new.

Automatic contact tracking

Every person, company, and deal is captured automatically from conversations and emails. No manual data entry. Each contact gets a rich profile that updates with every interaction.

Full interaction history

Every email, call, meeting, and message is logged with direction, channel, and a summary. Three months later, the agent picks up exactly where you left off.

Learns communication patterns

The agent tracks what works for each contact. Who prefers concise emails? Who takes two weeks to decide? It adapts its approach automatically.

Deal pipeline built in

Track deals from lead to close. The agent knows the stage, value, next action, and who the decision makers are - without a separate CRM tool.

Dual-layer search

Structured queries ("deals closing this month") use fast database lookups. Natural language ("what do we know about Acme?") uses semantic search. Both work instantly.

Fully private, on-instance

All data lives on your dedicated server in a local SQLite database and indexed Markdown files. No external CRM, no cloud sync, no data sharing.

What the agent tracks

People, companies, deals, and every interaction between them.

People

Name, email, title, company, relationship strength, communication preferences, last contact date. Updated automatically from every interaction.

Deals & threads

Sales opportunities, support cases, and projects. Each has a stage, value, participants, and next action. Pipeline from lead to close.

Interactions

Every touchpoint logged with direction, channel, summary, and outcome. Full-text search across the entire history.

Relationship strength tracking

The agent rates every relationship and adjusts based on engagement patterns.

NewFirst contact, no interaction history
BuildingActive engagement, positive trajectory
StrongRegular positive interactions, high trust
At riskDeclining engagement or negative signals
DormantNo contact in 30+ days

Stop losing context between conversations

Every plan includes Relationship Hub. Start your 14-day free trial and let the agent build your CRM automatically.