What is MEMO?

MEMO is a Personal Relationship Manager (PRM) — a simpler alternative to traditional CRMs for people who build their business on real relationships.

The promise: Win the day in 3 taps.

The Problem We Solve

Traditional CRMs show you 50 overdue tasks in red. They demand data entry but give nothing back. The feeling is always "I'm behind."

MEMO is different. We float your most important relationships to the top and let you finish. Contact 3 people, play a quick card game, and you've won the day. No guilt. No infinite lists.

How It Works

The Stack

Your daily action center with three layers:

Short List — The 3 people to contact today. Complete these and you're done.
Daily Deal — A 5-card game that makes data entry fun.
Focus Stacks — Optional deep dives when you want extra credit.

→ Learn more: The Stack

The Sphere

Your smart contact list, sorted by who needs attention most. Not alphabetical. Not by recency. By gravity — who's drifting, who has a birthday coming, who matters most.

→ Learn more: The Sphere

Memos

The personal details that make relationships real. Capture them instantly with the Quick Draw button — a thought, a fact, a story — and they'll resurface when you need them.

→ Learn more: Memos

Your Pulse

Four simple metrics that show your relationship health: Streak, Weekly Reach, Drift Count, and Memo Count. No grades. No judgment. Just awareness.

→ Learn more: Your Pulse

Key Concepts

Roles & Circles

Every contact has a Role (Client, Partner, Vendor, or Referrer) and a Circle (Inner or Outer). Simple taxonomy that helps MEMO prioritize who matters most.

→ Learn more: Contact Taxonomy

The Core 3

During setup, we ask you to pick just 3 people — your most important relationships. This is intentional. We believe 20 complete contacts beat 200 incomplete ones.

→ Learn more: Getting Started

What MEMO Is Not

Traditional CRM	MEMO
Manage transactions	Remember people
50 overdue tasks	3 key contacts
Data entry is a chore	Data entry is a game
Red warnings everywhere	No guilt, no shame
"I'm falling behind"	"I won the day"

No drip campaigns. If someone gets a message, you wrote it.

No infinite scroll. Your lists end. You're allowed to finish.

No pipeline funnels. We track human connection, not deal stages.

Get Started

New to MEMO? Start here: Getting Started

Already set up? Your daily routine lives in The Stack.

Questions? Browse the articles below or reach out to support.