▲ 3 r/CRM

Anyone using a CRM for their personal life?

I am not talking about clients or sales. I am talking about friends and family.

I am bad at remembering the things people tell me. A friend tells me about a job interview. Tells me about a friend’s kid’s name or says that a friend’s mom is having surgery and a month later the memory is gone. Then I. Do not follow up or I ask the same question twice. I do care,. The memory does not show.

I realized that this is the problem that a CRM solves at work: notes on each person the last contact and a reminder to follow up. But every time I have tried a CRM for this it felt wrong. Pipelines deal stages. The word "contacts" for my own friends feels weird and it is too much work to keep up.

I am curious about the people who know these tools best:

- Do you use anything, like this for your personal relationships?

- If so is it a CRM, a spreadsheet, Notion or just a notes app?

- What made it stick or why did you give up?

- Does it feel strange to "track" people you care about or do you get over that?

I would love to hear what actually works for you.

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u/Actual_Ad1898 — 12 days ago

Kept - A private voice journal for remembering the people closest to you

I kept doing the same thing. Someone would tell me something that mattered, a scan coming up, a job interview, their mum not doing great, and three weeks later I'd see them and have nothing. I hadn't stopped caring. I'd just stopped holding onto it.

I tried the personal CRMs first. Monica, Dex, that whole category. They all solve it with forms and fields, which is the one thing a forgetful person will never keep up with. It just becomes another to-do list you fail at, except now you feel worse because it's about your friends.

So Kept works the other way round. You talk after you see someone, in the car or walking home. It pulls out the details, shows you what it got before it saves anything, and files it to the right person. Then it hands it back before you see them next. About nine seconds of talking, no typing.

Two things I've been strict about:

  • No feed, no followers, no social graph. Nothing you write is visible to anyone but you.
  • It's not a CRM. The moment it starts feeling like admin it has failed. No streaks, no scores, no nagging.

The part I'm least confident about is the resurfacing. Getting the timing right, so it shows up before you see someone rather than at random, is basically the whole product, and it's the bit I'm still tuning. Genuinely want to hear if it feels off.

Android only for now: https://play.google.com/store/apps/details?id=com.kept.app

Site, with the research it's based on: https://www.keptjournal.com

Happy to answer anything. I'm especially interested if you've tried a personal CRM and bounced off it, because I want to know what made you stop using it.

u/Actual_Ad1898 — 2 months ago

Out of sight out of mind nearly cost me the people i love. writing them down fixed it

object permanence with people has always been the hardest part for me. someone leaves the room and they leave my head, and that turned into forgotten birthdays, missed check ins, a friend telling me something serious and me blanking on it a fortnight later. It was never about caring less

What finally worked wasnt trying harder to remember. it was writing it down. one note per person, updated right after we talk what theyre going through, what to ask next time. i read it before i message them.

18 months on, the people who used to fall out of my mind are the ones i show up for most consistently now, because the remembering doesnt depend on my brain anymore. if your wiring drops people the second theyre out of sight, externalising it somewhere you actually check back is the thing that helped me most.

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u/Actual_Ad1898 — 3 months ago

18 months of a 30 second habit rebuilt every relationship id been quietly losing

january 2025 i made one resolution: stop being the friend who disappears. no grand gesture. one habit after i see or speak to someone I care about, write down whats happening in their life. one note per person. 30 seconds.

Before checking in, read the note. follow up on the actual thing the interview, the stroke recovery, the kids first day of school.heres the compounding 18 months in: my sister calls me the reliable one, which nobody in my family has ever called me before. an old friendship that had gone quiet is back to weekly calls. i caught a friends job loss spiral early because id written down the warning signs from the previous call and followed up when it mattered.

Discipline talk here is mostly gym streaks and cold showers. the highest ROI discipline ive found is remembering people on purpose. the habit is trivial. the identity change is not i used to be someone who cared invisibly, now the caring actually lands.

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u/Actual_Ad1898 — 3 months ago

The skill that saved my oldest friendship wasnt charisma. it was notes

My oldest friend moved to zurich 3 years ago, we grew up on the same street. within a year the friendship was basically down to "we should catch up sometime" not from any conflict, just drift. every call started with me having forgotten everything from the last one, so every call was small talk, so the calls got rarer and rarer.

18 months ago i started keeping a note about him. date, what we talked about, what mattered the visa problems, the girl he was seeing, his dads health. before i call i read it.

the calls changed completely. i open with "did the residence permit come through?" instead of "so whats new". he feels remembered so he opens up so the calls got longer, then more frequent. he flew back in may and stayed at my place. that friendship was dying and the thing that revived it fits on a phone note.

People experience being remembered as being loved, and you can build that on purpose. it isnt fake the caring was always there. the system just stopped it leaking out of a bad memory.

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u/Actual_Ad1898 — 3 months ago

Not an accusation — it's just the pattern. People who care enough about sleep to find this community are often the same people who track HRV, time their magnesium, and black out every pixel of light in their room. Then they spend 40 minutes in bed watching someone's opinion about something that doesn't matter.

The research isn't the interesting part. The interesting part is why the cutoff is so hard to hold.

It's not ignorance. It's that the phone serves a real function at night — it's how most people decompress after the day closes. Remove it without replacing that function and the rule collapses within a week. That's why "just stop using your phone before bed" fails as advice. It's incomplete.

What actually worked for me: moving the cutoff earlier than felt necessary (21:30), and replacing the slot with something that has a clear end — a book, not a show, because a chapter ends and a series doesn't.

The 30-minute cutoff most studies test is probably too short. By the time you put the phone down at 22:30, your nervous system is still running. The arousal isn't from the blue light — it's from whatever you just read or watched. That takes longer to clear than people assume.

What's your actual cutoff — not the one you aim for, the one that holds? And what, if anything, replaced the phone?

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u/Actual_Ad1898 — 6 months ago

Running this community to collect real sleep protocols. Post what you actually do, with enough specificity that someone else could replicate it. Here's mine:

  • Wake time 06:00, fixed — no exceptions, weekends included
  • No caffeine after 12:00
  • Last meal before 19:30, light
  • Exercise ends at least 3 hours before bed
  • lights off after 20:00, lamps only
  • Hot shower at 21:15
  • No screens after 21:30
  • Room at 18°C
  • In bed by 23:00

I'm also building an app around this, currently on waitlist— structured sleep tracking with protocol logging, not just scores.

What's yours?

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u/Actual_Ad1898 — 6 months ago