Your ClientOS for relationship work that should not need manual upkeep.
A CRM that does the work, not one that creates it.
CRMe finds people, companies, tasks, and context in the background. Review proposed changes, edit what you want, and approve what becomes part of your CRM.
Open source, built for founders, solo consultants, and small teams.
Review suggested changes
Prepared from notes, calls, and imported context.
No record is created until you approve it.
Northstar Health
From [email protected] · Subject: Pilot rollout notes
Northstar pilot
Offer sent for $18,000 · Stage: proposal
The agent prepares the records. You decide what becomes true.
Ask for a relationship update in plain language. CRMe asks what it needs, then turns the answer into inspectable CRM changes.
Assistant
Recent conversations saved
I do not see Northstar Health or Maya Chen in CRMe yet. I can create the company first.
Company created. Next I can create Maya Chen and link her to Northstar Health.
Person created. Last step: create the deal and link it to Maya Chen and Northstar Health.
These are prepared changes. Review each suggestion, link it to an existing record when needed, then approve only what should become part of your CRM.
Acorn Robotics
From [email protected] · Subject: Partner intro
Call back Priya
Custom call activity · Mentioned budget approval next week
Nothing enters your CRM by accident.
Email sync and custom activities like calls can surface useful records. CRMe still asks first, so newsletters, noreply senders, and low-signal activity do not pollute your CRM.
Add a contact and their companies in under a second.
The extension extracts the person, role, and companies from LinkedIn. One click creates the record in CRMe with context already attached.
Maya Chen
Founder at Northstar Health
San Francisco, California · 8,214 followers
Northstar Health · Founder
2024-present · San Francisco
Meridian Ventures · Board advisor
2023-present · Remote
Building care operations software for regional clinics.
Maya Chen
Founder at Northstar Health
Northstar Health
Current company from LinkedIn
Meridian Ventures
Current company from LinkedIn
Bring your existing CRM data.
CRMe is open source and compatible with data from Attio and Twenty, so small teams can move without starting over.
Attio
Import people, companies, and relationship context.
Twenty
Bring structured CRM records into CRMe.
Open data
Keep the system inspectable and portable.
Start with a CRM that respects your attention.
Let the agent prepare the work. Review the facts. Approve the records worth keeping.