Relationship Notes: People CRM

After the business cards are swapped, the real work begins. Relationship Notes is a personal contact-management app that keeps who you met, where you met them, what you talked about and when to follow up in one place. Scan a card to create a contact, record a meeting to get key points, and the app lines up who to reach out to today. Who is Relationship Notes for? • People who go to BNI, chambers of commerce, Rotary, Lions and other networking events and want to track referrals and closed deals. • Sales, insurance, real estate and consulting professionals who need client follow-up and visit records. • Anyone who wants to keep friendships and partnerships healthy but keeps getting too busy. How is it different from my phone’s contacts app? • A contacts app only stores a phone number. Relationship Notes remembers where you met, what you talked about and what the person is looking for. • Every meeting, event, deal and note goes onto one interaction timeline. • Two scores, value and health, rank who is most worth reaching out to today, so relationships don’t quietly fade. Can I create a contact from a business card? • Yes. Take a photo of a card or pick one from your gallery, and the name, company, title, phone number and email are filled in automatically. Confirm, and the contact is saved. Can I skip typing notes after a meeting? • Yes. With the other person’s consent, start a meeting recording. When it ends, it becomes a transcript with key points, next steps and the resources the person is looking for, and after you confirm it is saved to that contact’s timeline. The free plan includes 60 minutes of recording per month and Pro includes 600. How do I quickly find “someone who builds websites”? • For each contact, note the resources they can offer and the ones they are looking for. Type a keyword and your list is filtered in a second, so referrals don’t depend on memory. How can BNI members record referrals? • On a contact’s page, tap “Introduce to…”, choose who to introduce and share it. The app records the introduction automatically and reflects it in both people’s scores. Will it remind me who to contact? • Yes. Set a next follow-up date for each contact, or snooze a reminder. Contacts that are due show up on today’s list. Is it free? • The free plan lets you create 20 contacts. • Subscribe to Pro to remove the contact limit and unlock all appearance themes. Which languages does it support? • English, Traditional Chinese, Japanese, Korean and Vietnamese. The app follows your device language. Is my data safe? • Only you can see your contacts, and the app does no ad tracking. • Deleting your account under Settings → Delete account removes your data in the app. Purchase records are kept as transaction records (see the privacy policy). Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://personal-connect-privacy.pages.dev/en/