Personal CRM Agent

Less CRM upkeep.
Better relationship judgment.

The Agent works with the relationship data you choose to keep in Stackit, so you can move from 'I should follow up' to a clear, reviewable next action.

Try the free Agent previewOne relationship loop

Stackit personal CRM

Tomorrow's meeting brief

1
Sophia Chen · Northstar Ventures — Investor relationship · Met at Singapore FinTech Festival
2
Last conversation — Discussed APAC expansion and a possible introduction to a portfolio founder.
3
Suggested next move — Bring the latest expansion metrics and ask whether the introduction is still timely.

Built for relationship-driven work.

Capture from anywhere

Start from a business card, QR profile, spreadsheet, manual entry, or voice note.

Remember the full story

Keep notes, tags, meetings, reminders, and original card text attached to the person.

Find relationships naturally

Ask about people, companies, topics, or dormant relationships in plain language.

From relationship context to the next move.

  1. 01

    Save the person

    Scan a card, exchange a QR profile, import a spreadsheet, or add a contact manually.

  2. 02

    Keep the context

    Attach notes, tags, voice transcripts, meeting history, and the original card text.

  3. 03

    Ask the Agent

    Find who needs attention, prepare a meeting brief, or search your network in plain language.

  4. 04

    Make the next move

    Create a Stackit reminder, event, or note after reviewing what the Agent proposes.

Questions people ask before starting.

What is a personal CRM agent?

A personal CRM agent combines relationship memory—contacts, notes, meetings, tags, and reminders—with an assistant that can search that context, prepare briefs, suggest follow-ups, and help create reviewable next actions.

Is Stackit a sales CRM?

Stackit can help founders, salespeople, and business developers, but it is not a team pipeline or forecasting system. It is a personal relationship workspace that moves with you.

What can the Stackit Agent do today?

During the web preview, the Agent can work with your Stackit contacts, notes, tags, profile, calendar, and relationship analytics to answer questions and prepare confirmed changes inside Stackit.

Does the Agent send email or manage Google Calendar?

Not currently. The Agent can help you prepare and organize actions inside Stackit, but it does not send external email or operate Google Calendar on your behalf.

How is my data used when I use the Agent?

Relevant CRM context is sent to AWS Bedrock to answer your request. Stackit states that this data is not used to train foundation models. You can export or delete your account data from Settings.

Is the Agent free?

The Stackit Agent is available as a free web preview. Access and limits may change after the preview; paid AI Pro plans and credit packs are not currently for sale.

Turn relationship context into next actions.

Start with 50 free contacts and explore the Stackit Agent preview on web. Upgrade when you need an unlimited relationship workspace.

Create your Stackit