03 · for your business · who your clients are
CRM
> Your relationships, remembered.
For anyone running a private business: people, companies, deals, notes and follow-ups — the social graph around your work.
# what it does
- -Contacts, companies and opportunities
- -Notes, tasks and timelines on any record
- -Email and calendar context
› People, companies and opportunities, with workflows running on top.
# connect it to your AI
endpoint: https://crm.avarile.com/mcp
sign-in: OAuth, in the browser
tools include: find_many_people · create_one_note
# works with
# guides that use it
- Meeting prep and follow-ups that come back to you
Keep who's who, what you talked about and what you promised in one place, get a prep sheet before every meeting, and have your promises come back before they're late.
- Link records across modules
Attach the right notes and records to a client in the CRM or a work item in Project Management, so the context travels with the work.
- Set up a small team
One record the whole team can read, a key per person, shared how-tos that survive people leaving, and agents that work on the same board as everyone else.