Personal CRM Agent

Less CRM upkeep.
Clearer next steps.

The Agent works with the relationship data you choose to keep in Stackit to search your network, prepare for meetings, and organize follow-ups while you decide what happens next.

Try the free Agent preview One relationship loop

Stackit asks for confirmation before sensitive changes or deletions. It does not currently send external email or operate Google Calendar for you.

Built for relationship-driven work

Focus on people. Let Stackit handle the context.

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 the original card image attached to the contact.

Find relationships naturally

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

A reviewable relationship loop

From relationship context to the next move.

  1. 01Capture

    Save the contact

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

  2. 02Remember

    Keep the context

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

  3. 03Decide

    Ask the Agent

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

  4. 04Act

    Make the next move

    Turn the plan into a Stackit reminder, event, or note while you stay in control.

Before you start

Questions, answered clearly.

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