Interactive demo — every person, company, and deal is fictional. Changes you make are real but reset periodically.AboutREADMEArchitecture
Siryous CRM

People

4 contacts

Profiles are the heart of the systemexpand

The roster is ordered by relationship status, filterable by status chips or text. Open any profileto see the full template: a snapshot (role, contact info, strength, keep-warm cadence, tags), the four markdown sections — Relationship Intelligence, Business Context, Engagement Strategy, Notes — every one editable in place, plus that person's deals, open items, and a dated interaction log. Logging an interaction there bumps their last-touch date and resets the keep-warm clock. Try James Park for the richest example in the demo.

  • Bill Hartley
    Retired carrier CEO · board member
    🔥Active
    Boards: two mutuals and an insurtechTrustedtouched 2026-06-23
    Next: Monthly call — ask for read on Stonebridge board appetite
  • Maya Chen
    Co-founder & CEO
    🔥Active
    Brightline AIWarmtouched 2026-07-13
    Next: Await board outcome (their meeting is this week), then send SOW
  • Sarah Lindqvist
    Chief Underwriting Officer
    🔥Active
    Meridian Specialty GroupWarmtouched 2026-07-10
    Next: Follow up on retainer proposal redlines
  • Tom Okafor
    Managing Partner
    🔥Active
    Northgate CapitalTrustedtouched 2026-07-07
    Next: Draft advisory term sheet; send landscape map to Omar first
+ Add person