01
A card for every person
Contacts, notes, tasks, meetings and the facts worth remembering, in one place per client.
- Your own fields
- Fitted to your trade from the first run
Personal CRM
A personal CRM that remembers what you said you would do.
A personal CRM is a client record for one person, not a department. It keeps who you know, what you last talked about and what you owe them next. Hey Alix keeps it up to date from what you say.
02
Follow-ups that happen
“Call her back next Tuesday” becomes a task with a date, not a thought you hope to remember.
- Tasks with deadlines
- “What's on today?” read out
03
History on request
Ask what you last agreed with someone and get the answer before you walk in.
- “Remind me what I discussed with Mrs. Fox”
- Conversation history with summaries
04
Yours to shape
Give the assistant a name, a voice and rules written in your own words.
- A name and voice of your choice
- Rules it follows every time
What a personal CRM is for
Company CRMs are built for managers: pipelines, forecasts, reports on what the team did. A personal CRM answers a smaller question — what do I need to remember about the people I work with? Who they are, what they care about, what was said last time, what I promised.
For a consultant, an agent, an adviser or anyone whose income depends on relationships, that memory is the work. The problem is rarely the tool; it is that nobody keeps a tool updated by hand for long.
Why most personal CRMs are abandoned
The pattern is familiar. You set up a spreadsheet or an app, fill it carefully for two weeks, then a busy week comes and the entries stop. A month later the data is out of date, so you stop trusting it, so you stop opening it.
The cost of an entry has to be close to zero for the habit to survive. Typing on a phone after a meeting is not close to zero. Saying two sentences on the way out is.
How Hey Alix keeps it alive
You say what happened. The assistant finds or creates the client, attaches the note, sets the task and adds the meeting. Before saving, it reads the change back, so you know exactly what went in. In the morning you ask what is on today and who you are seeing.
Because the entry takes seconds, it gets made. Because it gets made, the record stays worth opening.
What it does not do
Hey Alix does not read your inbox, pull contacts from social networks or remind you of birthdays it found on its own. It knows what you tell it and what you upload. That is a deliberate limit: the records contain what you decided to put there, and nothing arrives behind your back.
Questions
A client and contact record kept by one person for their own work: who they know, what was discussed, and what to do next. It is smaller and simpler than a company sales CRM.
It is built for individuals and small teams. Each account has its own data, isolated from every other account.
Yes. A client card starts with fields fitted to your trade, and you can add as many of your own as you need.
Yes. Everything the assistant files can be viewed and edited by hand in the panel, and you can write to the assistant in the chat.
Keep reading
What will you call yours?
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