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
Avg Health
87%
5 contacts need attention: 3 going stale · 2 follow-ups due
Total Contacts
247
Organizations
34
Avg Health Score
87%
Recently Engaged
156
AI Strategic Insight
Analysis based on your network patterns
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.
Relationship Health Distribution
Engagement Mix
Last 30 days activity
Recently Engaged
Sarah Chen
TechVentures
2 hours ago
Michael Torres
Growth Capital
Yesterday
Emily Watson
StartupCo
3 days ago