Relationships Engine

Your Complete Professional Network

Manage contacts, nurture relationships, track organizations, and never miss a follow-up. Every connection matters, and the Relationships Engine helps you make the most of each one.

What is the Relationships Engine?

The Relationships Engine is your complete CRM for managing every professional relationship that matters to your business. Whether you're tracking clients, partners, investors, or referral sources, the Relationships Engine gives you a single place to understand who you know, how you know them, and when you last connected.

Unlike bloated enterprise CRMs, the Relationships Engine is built for founders, coaches, and leaders who need clarity without complexity. Add contacts in seconds, tag them by relationship type, link them to organizations, and let AI help you identify who needs attention and when.

Every contact has a complete profile with interaction history, organization links, deal associations, and custom tags. Organizations aggregate data across all contacts, showing you total revenue, active deals, and relationship health at the account level. And with AI-powered follow-up reminders, you'll never let an important relationship go cold.

What Makes Relationships Engine Powerful

Complete Contact Profiles

Track everything: contact details, company info, tags, timeline of interactions, and linked deals.

Organization Intelligence

See all contacts, deals, and revenue at the organization level. Understand account health at a glance.

Never Miss a Follow-up

AI-powered reminders and relationship health scoring ensure you nurture every important connection.

See It In Action

Here's what your Relationships Engine dashboard looks like

Monday, December 1

Relationship Command Center

247 contacts across 34 organizations

5 contacts need attention: 3 going stale · 2 follow-ups due

Total Contacts

247

+12 this month

Organizations

34

Avg Health Score

87%

Healthy

Recently Engaged

156

AI Strategic Insight

Analysis based on your network patterns

Opportunity
Live

Strong relationship foundation: 87% of your contacts are actively engaged. Ask your top 5 healthiest relationships for one introduction each; referred prospects convert 4x higher and close 35% faster.

Quick actions:

Relationship Health Distribution

Excellent89 contacts (36%)
Good112 contacts (45%)
Needs Attention46 contacts (19%)
Overall network health is above average
Healthy Network

Engagement Mix

Email
124
Phone
67
Meeting
45

Last 30 days activity

Recently Engaged

Last 7 days
SC

Sarah Chen

TechVentures

95

2 hours ago

MT

Michael Torres

Growth Capital

88

Yesterday

EW

Emily Watson

StartupCo

72

3 days ago

Key Features
Contact & organization management
Relationship health tracking
Activity logging & history
AI-powered engagement insights
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