Every person you work with. Their history with you, their open threads, how the relationship is trending — all queryable in a single sentence.
01 — The problem it solves
Someone important goes cold because you didn't notice the gap. You had an open commitment from your last call and forgot to close it. You met someone at a conference and genuinely meant to follow up — the intent was real, the moment passed.
This isn't a memory failure. It's a systems failure. Important relationships don't get abandoned on purpose. They get abandoned because nothing surfaced the signal at the right time.
The CRM module fixes this. It tracks every person you work with, scores the health of each relationship, extracts open commitments from your conversations, and surfaces the ones that need attention — without you having to ask.
02 — How you use it
No forms. No fields. No structured data entry. You describe what happened, Claude extracts and stores what matters.
03 — What gets tracked automatically
04 — The unlock
The CRM module is useful on its own. It becomes a different kind of tool when the rest of the system is connected.
When Rebecca appears in your calendar, SoY already knows her CRM profile — last contact, relationship score, open commitments — before the meeting starts.
When you import a call transcript, commitments auto-link to the right contact. You don't annotate them. Claude does.
When you journal about a client feeling checked out, that entry links to their contact record. Sentiment becomes a data signal.
This isn't a contacts app. It's a relationship intelligence layer — and it runs underneath every other module.
05 — Example output
Ask Claude to pull up anyone and this is what you get — a living record, not a static entry.
You asked who to reach out to. The system assembled the full picture — without you describing a single person.